Gen-Wealth Partners’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 | $5.6M | Buy |
28,671
+1,369
| +5% | +$268K | 2.16% | 7 |
|
|
2025
Q1 | $5.2M | Buy |
27,302
+10,935
| +67% | +$2.08M | 2.17% | 7 |
|
|
2024
Q4 | $3.12M | Buy |
16,367
+752
| +5% | +$144K | 1.34% | 10 |
|
|
2024
Q3 | $3.06M | Buy |
15,615
+761
| +5% | +$149K | 1.34% | 9 |
|
|
2024
Q2 | $2.7M | Buy |
14,854
+514
| +4% | +$93.6K | 1.31% | 9 |
|
|
2024
Q1 | $2.68M | Buy |
+14,340
| New | +$2.68M | 1.33% | 9 |
|