GenWealth Group’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 | $2.81M | Sell |
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|
2025
Q1 | $2.75M | Sell |
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|
2024
Q4 | $2.76M | Sell |
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|
2024
Q3 | $2.9M | Sell |
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|
2024
Q2 | $2.71M | Buy |
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|
2024
Q1 | $2.76M | Sell |
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|
2023
Q4 | $2.64M | Sell |
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|
2023
Q3 | $2.67M | Sell |
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|
2023
Q2 | $3.1M | Sell |
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|
2023
Q1 | $2.94M | Sell |
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|
2022
Q4 | $2.82M | Sell |
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|
2022
Q3 | $2.57M | Buy |
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|
2022
Q2 | $2.75M | Sell |
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|
2022
Q1 | $3.21M | Sell |
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|
2021
Q4 | $3.33M | Sell |
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|
2021
Q3 | $3.25M | Sell |
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|
2021
Q2 | $3.32M | Buy |
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|
2021
Q1 | $3.17M | Sell |
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|
2020
Q4 | $3.97M | Sell |
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|
2020
Q3 | $3.64M | Sell |
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|
2020
Q2 | $3.66M | Sell |
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|
2020
Q1 | $3.29M | Sell |
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|
2019
Q4 | $4.46M | Buy |
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|
2019
Q3 | $4.03M | Sell |
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|
2019
Q2 | $4.07M | Buy |
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|
2019
Q1 | $3.87M | Buy |
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|
2018
Q4 | $3.3M | Buy |
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|
2018
Q3 | $3.8M | Sell |
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|
2018
Q2 | $3.61M | Buy |
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|
2018
Q1 | $3.46M | Buy |
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|
2017
Q4 | $3.44M | Buy |
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|
2017
Q3 | $2.03M | Buy |
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|
2017
Q2 | $1.38M | Buy |
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