DBK Financial Counsel’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 | $1.3M | Hold |
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|
2025
Q2 | $1.23M | Hold |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $520K | Hold |
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|
2024
Q3 | $537K | Sell |
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|
2024
Q2 | $507K | Sell |
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|
2024
Q1 | $530K | Sell |
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|
2023
Q4 | $568K | Hold |
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|
2023
Q3 | $502K | Hold |
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|
2023
Q2 | $526K | Hold |
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|
2023
Q1 | $495K | Sell |
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|
2022
Q4 | $493K | Hold |
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|
2022
Q3 | $437K | Hold |
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|
2022
Q2 | $467K | Hold |
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|
2022
Q1 | $529K | Hold |
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|
2021
Q4 | $532K | Buy |
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