Genesee Capital Advisors’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 | $242K | Hold |
1,240
| – | – | 0.11% | 105 |
|
|
2025
Q1 | $236K | Hold |
1,240
| – | – | 0.12% | 104 |
|
|
2024
Q4 | $237K | Hold |
1,240
| – | – | 0.11% | 110 |
|
|
2024
Q3 | $244K | Hold |
1,240
| – | – | 0.12% | 107 |
|
|
2024
Q2 | $226K | Hold |
1,240
| – | – | 0.11% | 106 |
|
|
2024
Q1 | $232K | Hold |
1,240
| – | – | 0.13% | 101 |
|
|
2023
Q4 | $216K | Buy |
+1,240
| New | +$216K | 0.13% | 96 |
|