Farther Finance Advisors’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 | $18.2M | Sell |
93,114
-34,060
| -27% | -$6.66M | 0.36% | 48 |
|
|
2025
Q1 | $24.2M | Buy |
127,174
+39,012
| +44% | +$7.43M | 0.62% | 23 |
|
|
2024
Q4 | $16.8M | Buy |
88,162
+7,781
| +10% | +$1.49M | 0.61% | 28 |
|
|
2024
Q3 | $15.8M | Buy |
80,381
+13,432
| +20% | +$2.65M | 0.59% | 26 |
|
|
2024
Q2 | $12.1M | Buy |
66,949
+15,074
| +29% | +$2.73M | 0.59% | 28 |
|
|
2024
Q1 | $9.63M | Buy |
51,875
+27,947
| +117% | +$5.19M | 0.59% | 30 |
|
|
2023
Q4 | $4.16M | Buy |
23,928
+22,998
| +2,473% | +$4M | 0.3% | 69 |
|
|
2023
Q3 | $143K | Buy |
930
+928
| +46,400% | +$143K | 0.02% | 455 |
|
|
2023
Q2 | $322 | Sell |
2
-32
| -94% | -$5.15K | ﹤0.01% | 2266 |
|
|
2023
Q1 | $5.16K | Buy |
+34
| New | +$5.16K | ﹤0.01% | 1332 |
|