GGM Wealth Advisors’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
Q1 | $542K | Hold |
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|
2024
Q4 | $567K | Hold |
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|
2024
Q3 | $585K | Sell |
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|
2024
Q2 | $542K | Buy |
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|
2024
Q1 | $515K | Hold |
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|
2023
Q4 | $488K | Hold |
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|
2023
Q3 | $432K | Hold |
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|
2023
Q2 | $453K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $417K | Sell |
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|
2022
Q3 | $1.16M | Sell |
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|
2022
Q2 | $1.27M | Hold |
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|
2022
Q1 | $1.46M | Buy |
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|
2021
Q4 | $1.42M | Hold |
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|
2021
Q3 | $1.37M | Hold |
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|
2021
Q2 | $1.31M | Hold |
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|
2021
Q1 | $1.3M | Hold |
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|
2020
Q4 | $1.17M | Buy |
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