First United Bank & Trust’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 | – | Sell |
-25
| Closed | -$4.77K | – | 415 |
|
|
2024
Q4 | $4.77K | Hold |
25
| – | – | ﹤0.01% | 345 |
|
|
2024
Q3 | $4.93K | Sell |
25
-20
| -44% | -$3.94K | ﹤0.01% | 344 |
|
|
2024
Q2 | $8.19K | Hold |
45
| – | – | ﹤0.01% | 334 |
|
|
2024
Q1 | $8.41K | Hold |
45
| – | – | ﹤0.01% | 355 |
|
|
2023
Q4 | $7.83K | Buy |
+45
| New | +$7.83K | ﹤0.01% | 367 |
|