Garde Capital’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 | $3.21M | Sell |
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|
2025
Q1 | $3.45M | Hold |
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|
2024
Q4 | $3.45M | Hold |
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|
2024
Q3 | $3.57M | Hold |
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|
2024
Q2 | $3.29M | Hold |
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|
2024
Q1 | $3.38M | Sell |
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|
2023
Q4 | $3.25M | Buy |
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|
2023
Q3 | $2.78M | Buy |
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|
2023
Q2 | $2.31M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $856K | Buy |
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