Fiduciary Group’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 | $236K | Hold |
1,210
| – | – | 0.02% | 264 |
|
|
2025
Q1 | $231K | Hold |
1,210
| – | – | 0.02% | 261 |
|
|
2024
Q4 | $231K | Hold |
1,210
| – | – | 0.02% | 255 |
|
|
2024
Q3 | $239K | Buy |
1,210
+15
| +1% | +$2.96K | 0.02% | 255 |
|
|
2024
Q2 | $218K | Hold |
1,195
| – | – | 0.02% | 257 |
|
|
2024
Q1 | $223K | Hold |
1,195
| – | – | 0.02% | 252 |
|
|
2023
Q4 | $208K | Buy |
+1,195
| New | +$208K | 0.02% | 251 |
|