Frazier Financial 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 | $21.7K | Hold |
111
| – | – | 0.02% | 253 |
|
|
2025
Q1 | $21.2K | Sell |
111
-294
| -73% | -$56K | 0.02% | 240 |
|
|
2024
Q4 | $77.2K | Buy |
405
+294
| +265% | +$56K | 0.06% | 102 |
|
|
2024
Q3 | $21.9K | Hold |
111
| – | – | 0.02% | 245 |
|
|
2024
Q2 | $20.2K | Hold |
111
| – | – | 0.02% | 292 |
|
|
2024
Q1 | $20.7K | Hold |
111
| – | – | 0.02% | 261 |
|
|
2023
Q4 | $19.3K | Buy |
+111
| New | +$19.3K | 0.02% | 239 |
|