GDS Wealth Management’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
Q3 | $538K | Buy |
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|
2025
Q2 | $496K | Buy |
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|
2025
Q1 | $446K | Buy |
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|
2024
Q4 | $393K | Buy |
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|
2024
Q3 | $348K | Buy |
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|
2024
Q2 | $311K | Sell |
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|
2024
Q1 | $330K | Sell |
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|
2023
Q4 | $334K | Sell |
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|
2023
Q3 | $310K | Sell |
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|
2023
Q2 | $333K | Sell |
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|
2023
Q1 | $329K | Buy |
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|
2022
Q4 | $306K | Sell |
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|
2022
Q3 | $277K | Buy |
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|
2022
Q2 | $288K | Sell |
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|
2022
Q1 | $499K | Buy |
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|
2021
Q4 | $296K | Buy |
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