Elevation Wealth Partners’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 | $195K | Buy |
998
+5
| +0.5% | +$977 | 0.08% | 114 |
|
|
2025
Q1 | $189K | Buy |
993
+3
| +0.3% | +$572 | 0.08% | 112 |
|
|
2024
Q4 | $189K | Buy |
990
+6
| +0.6% | +$1.15K | 0.08% | 115 |
|
|
2024
Q3 | $194K | Buy |
984
+6
| +0.6% | +$1.18K | 0.08% | 116 |
|
|
2024
Q2 | $178K | Buy |
978
+4
| +0.4% | +$728 | 0.08% | 115 |
|
|
2024
Q1 | $182K | Buy |
974
+9
| +0.9% | +$1.68K | 0.09% | 115 |
|
|
2023
Q4 | $148K | Hold |
965
| – | – | 0.09% | 119 |
|
|
2023
Q3 | $148K | Hold |
965
| – | – | 0.13% | 72 |
|
|
2023
Q2 | $156K | Hold |
965
| – | – | 0.13% | 75 |
|
|
2023
Q1 | $146K | Buy |
+965
| New | +$146K | 0.13% | 76 |
|