Empower Advisory Group’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 | $608K | Buy |
3,114
+187
| +6% | +$36.5K | ﹤0.01% | 298 |
|
|
2025
Q1 | $558K | Sell |
2,927
-972
| -25% | -$185K | ﹤0.01% | 309 |
|
|
2024
Q4 | $744K | Buy |
3,899
+436
| +13% | +$83.2K | ﹤0.01% | 275 |
|
|
2024
Q3 | $683K | Buy |
3,463
+273
| +9% | +$53.8K | ﹤0.01% | 272 |
|
|
2024
Q2 | $581K | Buy |
3,190
+636
| +25% | +$116K | ﹤0.01% | 288 |
|
|
2024
Q1 | $477K | Buy |
2,554
+415
| +19% | +$77.5K | ﹤0.01% | 308 |
|
|
2023
Q4 | $372K | Sell |
2,139
-621
| -23% | -$108K | ﹤0.01% | 347 |
|
|
2023
Q3 | $425K | Buy |
2,760
+322
| +13% | +$49.5K | ﹤0.01% | 315 |
|
|
2023
Q2 | $393K | Sell |
2,438
-52
| -2% | -$8.38K | ﹤0.01% | 343 |
|
|
2023
Q1 | $378K | Buy |
+2,490
| New | +$378K | ﹤0.01% | 344 |
|