DAS
Diversify Advisory Services’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
9,757
-2,565
| -21% | -$514K | 0.07% | 192 |
|
|
2025
Q1 | $2.26M | Buy |
12,322
+1,070
| +10% | +$196K | 0.14% | 111 |
|
|
2024
Q4 | $2.12M | Sell |
11,252
-902
| -7% | -$170K | 0.12% | 122 |
|
|
2024
Q3 | $2.41M | Sell |
12,154
-1,159
| -9% | -$230K | 0.13% | 143 |
|
|
2024
Q2 | $2.42M | Buy |
13,313
+307
| +2% | +$55.8K | 0.13% | 137 |
|
|
2024
Q1 | $2.41M | Buy |
+13,006
| New | +$2.41M | 0.14% | 142 |
|