Fonville Wealth Management’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
Q2 | $1.39M | Sell |
7,097
-239
| -3% | -$46.7K | 0.35% | 52 |
|
|
2025
Q1 | $1.34M | Sell |
7,336
-455
| -6% | -$83.3K | 0.4% | 48 |
|
|
2024
Q4 | $1.49M | Sell |
7,791
-977
| -11% | -$186K | 0.49% | 43 |
|
|
2024
Q3 | $1.73M | Buy |
8,768
+618
| +8% | +$122K | 0.6% | 41 |
|
|
2024
Q2 | $1.48M | Sell |
8,150
-114
| -1% | -$20.7K | 0.59% | 42 |
|
|
2024
Q1 | $1.54M | Sell |
8,264
-103
| -1% | -$19.2K | 0.68% | 40 |
|
|
2023
Q4 | $1.45M | Buy |
+8,367
| New | +$1.45M | 0.77% | 40 |
|