Copperleaf Capital’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.54M | Buy |
18,117
+743
| +4% | +$145K | 1.79% | 11 |
|
|
2025
Q1 | $3.31M | Buy |
17,374
+5,716
| +49% | +$1.09M | 1.98% | 11 |
|
|
2024
Q4 | $2.23M | Buy |
11,658
+854
| +8% | +$163K | 1.41% | 20 |
|
|
2024
Q3 | $2.13M | Sell |
10,804
-174
| -2% | -$34.3K | 1.63% | 17 |
|
|
2024
Q2 | $2M | Buy |
10,978
+764
| +7% | +$139K | 1.6% | 17 |
|
|
2024
Q1 | $1.91M | Buy |
+10,214
| New | +$1.91M | 1.65% | 17 |
|