Foundation Wealth Management (Missouri)’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
Q3 | $38.2M | Buy |
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|
2025
Q2 | $34.7M | Buy |
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|
2025
Q1 | $33.3M | Buy |
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|
2024
Q4 | $33.1M | Sell |
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|
2024
Q3 | $35.1M | Buy |
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|
2024
Q2 | $31.9M | Buy |
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|
2024
Q1 | $31.3M | Buy |
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|
2023
Q4 | $27.4M | Buy |
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|
2023
Q3 | $18.6M | Buy |
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|
2023
Q2 | $17.5M | Buy |
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|
2023
Q1 | $16.2M | Buy |
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|
2022
Q4 | $15.5M | Buy |
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