Flagship Private Wealth’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 | $818K | Buy |
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|
2025
Q1 | $775K | Buy |
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|
2024
Q4 | $738K | Buy |
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|
2024
Q3 | $702K | Buy |
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|
2024
Q2 | $633K | Sell |
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|
2024
Q1 | $651K | Hold |
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|
2023
Q4 | $606K | Hold |
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|
2023
Q3 | $536K | Hold |
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|
2023
Q2 | $561K | Hold |
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|
2023
Q1 | $529K | Hold |
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|
2022
Q4 | $505K | Hold |
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|
2022
Q3 | $448K | Hold |
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|
2022
Q2 | $479K | Hold |
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|
2022
Q1 | $542K | Hold |
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|
2021
Q4 | $546K | Hold |
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|
2021
Q3 | $507K | Hold |
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|
2021
Q2 | $514K | Hold |
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|
2021
Q1 | $500K | Hold |
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|
2020
Q4 | $442K | Buy |
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