Fiducient Advisors’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
Q2 | $424K | Sell |
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|
2025
Q1 | $420K | Buy |
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|
2024
Q4 | $419K | Sell |
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|
2024
Q3 | $436K | Buy |
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|
2024
Q2 | $398K | Buy |
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|
2024
Q1 | $225K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $205K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $409K | Buy |
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|
2018
Q3 | $462K | Sell |
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|
2018
Q2 | $449K | Hold |
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|
2018
Q1 | $446K | Buy |
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