Falcon Wealth Planning’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
Q3 | $6M | Sell |
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|
2025
Q2 | $5.73M | Buy |
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|
2025
Q1 | $5.03M | Buy |
|
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|
2024
Q4 | $4.26M | Sell |
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|
2024
Q3 | $4.48M | Buy |
|
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|
2024
Q2 | $3.78M | Sell |
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|
2024
Q1 | $3.96M | Sell |
|
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|
2023
Q4 | $3.72M | Buy |
|
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|
2023
Q3 | $2.16M | Sell |
|
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|
2023
Q2 | $2.27M | Sell |
|
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|
2023
Q1 | $2.16M | Sell |
|
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|
2022
Q4 | $2.14M | Buy |
|
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|
2022
Q3 | $1.87M | Sell |
|
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|
2022
Q2 | $2.44M | Buy |
|
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|
2022
Q1 | $1.74M | Buy |
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|
2021
Q4 | $1.72M | Sell |
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|
2021
Q3 | $1.6M | Sell |
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|
2021
Q2 | $1.66M | Sell |
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|
2021
Q1 | $1.62M | Sell |
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|
2020
Q4 | $1.49M | Buy |
|