EverSource 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 | $1.29M | Sell |
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|
2025
Q1 | $1.27M | Buy |
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|
2024
Q4 | $631K | Buy |
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|
2024
Q3 | $631K | Sell |
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|
2024
Q2 | $855K | Buy |
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|
2024
Q1 | $416K | Buy |
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|
2023
Q4 | $53K | Buy |
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|
2023
Q3 | $9.23K | Sell |
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|
2023
Q2 | $14K | Hold |
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|
2023
Q1 | $13.2K | Sell |
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|
2022
Q4 | $16.8K | Buy |
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|
2022
Q3 | $3K | Sell |
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|
2022
Q2 | $6K | Sell |
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|
2022
Q1 | $19K | Buy |
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