Financial Gravity Asset Management’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
Q1
$4K Buy
+21
New +$4K ﹤0.01% 740
2024
Q2
$3.82K Buy
+21
New +$3.82K ﹤0.01% 645
2023
Q3
Sell
-157
Closed -$25 1509
2023
Q2
$25 Buy
+157
New +$25 ﹤0.01% 1475