First Command Advisory Services’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
Q2
$833K Hold
2025
Q1
$812K Hold
2024
Q4
$814K Hold
2024
Q3
$841K Sell
2024
Q2
$824K Sell
2024
Q1
$860K Buy
2023
Q4
$755K Buy
2023
Q3
$102K Buy
2021
Q1
Sell
2020
Q4
$0 Buy