FSA Wealth Management’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 | $15.6K | Hold |
80
| – | – | 0.01% | 255 |
|
|
2025
Q1 | $15.2K | Hold |
80
| – | – | 0.01% | 245 |
|
|
2024
Q4 | $15.3K | Hold |
80
| – | – | 0.01% | 260 |
|
|
2024
Q3 | $15.8K | Buy |
+80
| New | +$15.8K | 0.01% | 268 |
|
|
2024
Q1 | $14.9K | Hold |
80
| – | – | 0.01% | 285 |
|
|
2023
Q4 | $14K | Buy |
+80
| New | +$14K | 0.01% | 282 |
|
|
2020
Q1 | – | Sell |
-327
| Closed | -$43K | – | 404 |
|
|
2019
Q4 | $43K | Buy |
+327
| New | +$43K | 0.03% | 142 |
|