Francis Financial’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
Q2 | $334K | Hold |
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|
2025
Q1 | $326K | Hold |
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|
2024
Q4 | $326K | Hold |
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|
2024
Q3 | $337K | Hold |
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|
2024
Q2 | $311K | Hold |
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|
2024
Q1 | $319K | Hold |
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|
2023
Q4 | $297K | Sell |
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|
2023
Q3 | $318K | Sell |
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|
2023
Q2 | $368K | Sell |
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|
2023
Q1 | $381K | Sell |
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|
2022
Q4 | $384K | Hold |
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|
2022
Q3 | $340K | Sell |
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|
2022
Q2 | $388K | Buy |
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