Ellevest Inc’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
Q2 | $237K | Buy |
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|
2025
Q1 | $231K | Buy |
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|
2024
Q4 | $230K | Hold |
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|
2024
Q3 | $238K | Sell |
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|
2024
Q2 | $460K | Hold |
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|
2024
Q1 | $472K | Buy |
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|
2023
Q4 | $440K | Sell |
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|
2023
Q3 | $389K | Buy |
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|
2023
Q2 | $391K | Sell |
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|
2023
Q1 | $373K | Buy |
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|
2022
Q4 | $351K | Buy |
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|
2022
Q3 | $309K | Sell |
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|
2022
Q2 | $332K | Buy |
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|
2022
Q1 | $374K | Buy |
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|
2021
Q4 | $375K | Buy |
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|
2021
Q3 | $186K | Hold |
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|
2021
Q2 | $189K | Buy |
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