Founders Financial Alliance’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 | $257K | Buy |
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|
2025
Q2 | $215K | Sell |
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|
2025
Q1 | $305K | Buy |
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|
2024
Q4 | $204K | Hold |
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|
2024
Q3 | $211K | Buy |
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|
2024
Q2 | $156K | Hold |
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|
2024
Q1 | $160K | Hold |
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|
2023
Q4 | $149K | Hold |
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|
2023
Q3 | $132K | Hold |
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|
2023
Q2 | $138K | Buy |
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|
2023
Q1 | $120K | Sell |
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|
2022
Q4 | $132K | Sell |
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|
2022
Q3 | $155K | Sell |
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|
2022
Q2 | $217K | Buy |
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|
2022
Q1 | $188K | Hold |
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|
2021
Q4 | $189K | Hold |
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|
2021
Q3 | $176K | Hold |
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|
2021
Q2 | $178K | Sell |
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|
2021
Q1 | $503K | Hold |
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|
2020
Q4 | $431K | Hold |
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|
2020
Q3 | $388K | Buy |
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