GeoWealth 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
Q2 | $2.01M | Buy |
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|
2025
Q1 | $1.69M | Buy |
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|
2024
Q4 | $1.48M | Buy |
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|
2024
Q3 | $311K | Buy |
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|
2024
Q2 | $231K | Hold |
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|
2024
Q1 | $237K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $651K | Sell |
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|
2022
Q1 | $756K | Sell |
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|
2021
Q4 | $773K | Sell |
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|
2021
Q3 | $734K | Sell |
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|
2021
Q2 | $754K | Buy |
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|
2021
Q1 | $711K | Sell |
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|
2020
Q4 | $657K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $260K | Sell |
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|
2019
Q3 | $256K | Buy |
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|
2019
Q2 | $233K | Buy |
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