Financial Synergies Wealth 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
Q3 | $6.41M | Buy |
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|
2025
Q2 | $6.04M | Buy |
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|
2025
Q1 | $5.87M | Buy |
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|
2024
Q4 | $5.48M | Buy |
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|
2024
Q3 | $5.63M | Buy |
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|
2024
Q2 | $5.17M | Sell |
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|
2024
Q1 | $5.32M | Buy |
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|
2023
Q4 | $4.04M | Sell |
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|
2023
Q3 | $4.32M | Hold |
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|
2023
Q2 | $4.52M | Buy |
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|
2023
Q1 | $4.24M | Buy |
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|
2022
Q4 | $4.04M | Buy |
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|
2022
Q3 | $3.53M | Hold |
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|
2022
Q2 | $3.78M | Buy |
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|
2022
Q1 | $274K | Buy |
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|
2021
Q4 | $275K | Buy |
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|
2021
Q3 | $252K | Hold |
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|
2021
Q2 | $256K | Buy |
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|
2021
Q1 | $243K | Hold |
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|
2020
Q4 | $220K | Buy |
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