Global Financial Private Client’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
Q3 | $291K | Buy |
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|
2025
Q2 | $269K | Buy |
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|
2025
Q1 | $225K | Buy |
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|
2024
Q4 | $152K | Sell |
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|
2024
Q3 | $166K | Sell |
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|
2024
Q2 | $158K | Buy |
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|
2024
Q1 | $123K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $26.1K | Hold |
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|
2020
Q1 | $22.2K | Hold |
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|
2019
Q4 | $31.4K | Buy |
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