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Fiducient Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Sell |
2,168
-33
| -1% | -$6.45K | 0.05% | 100 |
|
|
2025
Q1 | $420K | Buy |
2,201
+4
| +0.2% | +$762 | 0.05% | 104 |
|
|
2024
Q4 | $419K | Sell |
2,197
-12
| -0.5% | -$2.29K | 0.05% | 102 |
|
|
2024
Q3 | $436K | Buy |
2,209
+23
| +1% | +$4.54K | 0.05% | 94 |
|
|
2024
Q2 | $398K | Buy |
2,186
+982
| +82% | +$179K | 0.05% | 100 |
|
|
2024
Q1 | $225K | Buy |
+1,204
| New | +$225K | 0.04% | 121 |
|
|
2023
Q4 | – | Sell |
-1,324
| Closed | -$205K | – | 117 |
|
|
2023
Q3 | $205K | Buy |
+1,324
| New | +$205K | 0.01% | 107 |
|
|
2019
Q1 | – | Sell |
-4,042
| Closed | -$409K | – | 22 |
|
|
2018
Q4 | $409K | Buy |
4,042
+54
| +1% | +$5.46K | 0.23% | 18 |
|
|
2018
Q3 | $462K | Sell |
3,988
-87
| -2% | -$10.1K | 0.23% | 17 |
|
|
2018
Q2 | $449K | Hold |
4,075
| – | – | 0.23% | 17 |
|
|
2018
Q1 | $446K | Buy |
+4,075
| New | +$446K | 0.23% | 16 |
|