Fairscale Capital’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 | $1.32M | Sell |
6,679
-195
| -3% | -$38.4K | 0.96% | 21 |
|
|
2025
Q1 | $1.31M | Sell |
6,874
-19
| -0.3% | -$3.62K | 1.18% | 17 |
|
|
2024
Q4 | $1.32M | Buy |
6,893
+2
| +0% | +$382 | 1.13% | 20 |
|
|
2024
Q3 | $1.36M | Buy |
6,891
+1
| +0% | +$197 | 1.19% | 18 |
|
|
2024
Q2 | $1.3M | Buy |
+6,890
| New | +$1.3M | 1.16% | 20 |
|