GFPC
Global Financial Private Client’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
1,378
+198
| +17% | +$38.7K | 0.1% | 194 |
|
|
2025
Q1 | $225K | Buy |
1,180
+386
| +49% | +$73.6K | 0.09% | 188 |
|
|
2024
Q4 | $152K | Sell |
794
-49
| -6% | -$9.35K | 0.06% | 223 |
|
|
2024
Q3 | $166K | Sell |
843
-24
| -3% | -$4.73K | 0.06% | 211 |
|
|
2024
Q2 | $158K | Buy |
867
+207
| +31% | +$37.7K | 0.07% | 199 |
|
|
2024
Q1 | $123K | Buy |
+660
| New | +$123K | 0.05% | 216 |
|
|
2020
Q3 | – | Sell |
-241
| Closed | -$26.1K | – | 496 |
|
|
2020
Q2 | $26.1K | Hold |
241
| – | – | 0.02% | 274 |
|
|
2020
Q1 | $22.2K | Hold |
241
| – | – | 0.02% | 301 |
|
|
2019
Q4 | $31.4K | Buy |
+241
| New | +$31.4K | 0.03% | 291 |
|