Fountainhead AM’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 | $366K | Buy |
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|
2025
Q2 | $346K | Buy |
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|
2025
Q1 | $289K | Buy |
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|
2024
Q4 | $288K | Buy |
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|
2024
Q3 | $296K | Buy |
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|
2024
Q2 | $272K | Buy |
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|
2024
Q1 | $278K | Buy |
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|
2023
Q4 | $248K | Buy |
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|
2023
Q3 | $217K | Hold |
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|
2023
Q2 | $227K | Buy |
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|
2023
Q1 | $213K | Buy |
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|
2022
Q4 | $203K | Buy |
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