FFG Retirement 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 | $4.09M | Buy |
20,951
+6,096
| +41% | +$1.19M | 2.57% | 15 |
|
|
2025
Q1 | $2.83M | Buy |
14,855
+1,095
| +8% | +$209K | 1.93% | 20 |
|
|
2024
Q4 | $2.63M | Buy |
13,760
+346
| +3% | +$66K | 1.72% | 25 |
|
|
2024
Q3 | $2.64M | Buy |
13,414
+6
| +0% | +$1.18K | 1.72% | 22 |
|
|
2024
Q2 | $2.44M | Buy |
13,408
+804
| +6% | +$146K | 1.7% | 23 |
|
|
2024
Q1 | $2.35M | Buy |
+12,604
| New | +$2.35M | 1.66% | 22 |
|