Financial Enhancement Group’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
Q3 | $6.73M | Sell |
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|
2025
Q2 | $6.48M | Sell |
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|
2025
Q1 | $5.83M | Sell |
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|
2024
Q4 | $10.4M | Buy |
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|
2024
Q3 | $5.98M | Sell |
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|
2024
Q2 | $9.86M | Buy |
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|
2024
Q1 | $9.29M | Buy |
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|
2023
Q4 | $8.68M | Buy |
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|
2023
Q3 | $5.81M | Sell |
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|
2023
Q2 | $6.2M | Sell |
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|
2023
Q1 | $5.98M | Sell |
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|
2022
Q4 | $7.01M | Sell |
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|
2022
Q3 | $6.58M | Sell |
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|
2022
Q2 | $8.36M | Buy |
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|
2022
Q1 | $8.02M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.62M | Buy |
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