Golden State Equity Partners’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 | $687K | Hold |
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|
2025
Q2 | $650K | Sell |
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|
2025
Q1 | $648K | Sell |
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|
2024
Q4 | $952K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.46M | Buy |
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|
2023
Q4 | $1.53M | Buy |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $418K | Buy |
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|
2022
Q1 | $2.11M | Sell |
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|
2021
Q4 | $2.35M | Sell |
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|
2021
Q3 | $2.25M | Sell |
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|
2021
Q2 | $2.3M | Buy |
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|
2021
Q1 | $1.79M | Sell |
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|
2020
Q4 | $2M | Buy |
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