ERTS Wealth Advisors’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 | – | Sell |
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|
2025
Q1 | $1.85M | Sell |
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|
2024
Q4 | $2.29M | Sell |
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|
2024
Q3 | $2.4M | Sell |
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|
2024
Q2 | $2.63M | Sell |
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|
2024
Q1 | $2.96M | Sell |
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|
2023
Q4 | $2.78M | Buy |
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|
2023
Q3 | $2.14M | Hold |
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|
2023
Q2 | $2.24M | Sell |
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|
2023
Q1 | $2.12M | Sell |
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|
2022
Q4 | $2.24M | Sell |
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|
2022
Q3 | $2.32M | Buy |
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|
2022
Q2 | $2.25M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $27K | Buy |
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