Fortis Group Advisors’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 | $19.5K | Hold |
100
| – | – | ﹤0.01% | 291 |
|
|
2025
Q1 | $19.1K | Hold |
100
| – | – | ﹤0.01% | 256 |
|
|
2024
Q4 | $19.1K | Hold |
100
| – | – | ﹤0.01% | 260 |
|
|
2024
Q3 | $19.7K | Hold |
100
| – | – | ﹤0.01% | 244 |
|
|
2024
Q2 | $18.2K | Hold |
100
| – | – | ﹤0.01% | 243 |
|
|
2024
Q1 | $18.7K | Sell |
100
-100
| -50% | -$18.7K | ﹤0.01% | 263 |
|
|
2023
Q4 | $34.8K | Buy |
200
+100
| +100% | +$17.4K | 0.01% | 188 |
|
|
2023
Q3 | $15.4K | Buy |
+100
| New | +$15.4K | ﹤0.01% | 194 |
|
|
2020
Q3 | $344K | Buy |
+3,068
| New | +$344K | 0.07% | 125 |
|