Front Row Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Buy |
+560
| New | +$109K | 0.04% | 150 |
|
|
2024
Q3 | – | Sell |
-70
| Closed | -$12.7K | – | 679 |
|
|
2024
Q2 | $12.7K | Hold |
70
| – | – | ﹤0.01% | 512 |
|
|
2024
Q1 | $13.1K | Buy |
+70
| New | +$13.1K | ﹤0.01% | 506 |
|
|
2023
Q4 | – | Sell |
-70
| Closed | -$10.8K | – | 645 |
|
|
2023
Q3 | $10.8K | Hold |
70
| – | – | 0.01% | 499 |
|
|
2023
Q2 | $11K | Hold |
70
| – | – | ﹤0.01% | 500 |
|
|
2023
Q1 | $11K | Hold |
70
| – | – | 0.01% | 502 |
|
|
2022
Q4 | $10K | Hold |
70
| – | – | 0.01% | 502 |
|
|
2022
Q3 | $9K | Hold |
70
| – | – | ﹤0.01% | 517 |
|
|
2022
Q2 | $10K | Hold |
70
| – | – | ﹤0.01% | 513 |
|
|
2022
Q1 | $11K | Hold |
70
| – | – | ﹤0.01% | 534 |
|
|
2021
Q4 | $11K | Hold |
70
| – | – | ﹤0.01% | 553 |
|
|
2021
Q3 | $10K | Hold |
70
| – | – | ﹤0.01% | 562 |
|
|
2021
Q2 | $10K | Hold |
70
| – | – | ﹤0.01% | 566 |
|
|
2021
Q1 | $10K | Hold |
70
| – | – | ﹤0.01% | 547 |
|
|
2020
Q4 | $9K | Hold |
70
| – | – | ﹤0.01% | 540 |
|
|
2020
Q3 | $9K | Hold |
70
| – | – | ﹤0.01% | 534 |
|
|
2020
Q2 | $8K | Hold |
70
| – | – | 0.01% | 518 |
|
|
2020
Q1 | $7K | Buy |
+70
| New | +$7K | ﹤0.01% | 544 |
|
|
2019
Q3 | – | Sell |
-70
| Closed | -$8K | – | 974 |
|
|
2019
Q2 | $8K | Hold |
70
| – | – | 0.01% | 481 |
|
|
2019
Q1 | $8K | Hold |
70
| – | – | 0.01% | 484 |
|
|
2018
Q4 | $7K | Hold |
70
| – | – | 0.01% | 472 |
|
|
2018
Q3 | $8 | Hold |
70
| – | – | 0.01% | 460 |
|
|
2018
Q2 | $8 | Sell |
70
-18
| -20% | -$2 | 0.01% | 488 |
|
|
2018
Q1 | $10K | Sell |
88
-10
| -10% | -$1.14K | 0.01% | 436 |
|
|
2017
Q4 | $11K | Buy |
+98
| New | +$11K | 0.01% | 421 |
|