D.J. St. Germain’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $384K | Buy |
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|
2025
Q2 | $111K | Buy |
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|
2025
Q1 | $86.7K | Sell |
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|
2024
Q4 | $99.8K | Buy |
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|
2024
Q3 | $94.4K | Sell |
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|
2024
Q2 | $91.2K | Hold |
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|
2024
Q1 | $93.6K | Sell |
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|
2023
Q4 | $87.3K | Buy |
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|
2023
Q3 | $77.1K | Hold |
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|
2023
Q2 | $80.8K | Buy |
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|
2022
Q4 | $72.7K | Buy |
|