Executive Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $479K | Sell |
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|
2024
Q3 | $509K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $480K | Buy |
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|
2023
Q4 | $448K | Sell |
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|
2023
Q3 | $406K | Buy |
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|
2023
Q2 | $414K | Buy |
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|
2023
Q1 | $389K | Sell |
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|
2022
Q4 | $563K | Buy |
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|
2022
Q3 | $402 | Sell |
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|
2022
Q2 | $437K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $150K | Buy |
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|
2019
Q1 | $144K | Sell |
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|
2018
Q4 | $131K | Buy |
|