FCAS
First Command Advisory Services’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 | $833K | Hold |
4,263
| – | – | 0.01% | 93 |
|
|
2025
Q1 | $812K | Hold |
4,263
| – | – | 0.01% | 90 |
|
|
2024
Q4 | $814K | Hold |
4,263
| – | – | 0.01% | 83 |
|
|
2024
Q3 | $841K | Sell |
4,263
-262
| -6% | -$51.7K | 0.01% | 89 |
|
|
2024
Q2 | $824K | Sell |
4,525
-81
| -2% | -$14.7K | 0.01% | 78 |
|
|
2024
Q1 | $860K | Buy |
4,606
+262
| +6% | +$48.9K | 0.01% | 74 |
|
|
2023
Q4 | $755K | Buy |
4,344
+3,681
| +555% | +$640K | 0.01% | 73 |
|
|
2023
Q3 | $102K | Buy |
+663
| New | +$102K | ﹤0.01% | 190 |
|
|
2021
Q1 | – | Sell |
-221
| Closed | – | – | 41 |
|
|
2020
Q4 | $0 | Buy |
+221
| New | – | ﹤0.01% | 60 |
|