Golden State Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $785K | Buy |
4,014
+1,644
| +69% | +$321K | 0.1% | 169 |
|
|
2025
Q1 | $452K | Buy |
2,370
+377
| +19% | +$71.9K | 0.07% | 218 |
|
|
2024
Q4 | $380K | Buy |
+1,993
| New | +$380K | 0.06% | 236 |
|
|
2020
Q2 | – | Sell |
-893
| Closed | -$86K | – | 537 |
|
|
2020
Q1 | $86K | Sell |
893
-4,113
| -82% | -$396K | 0.04% | 271 |
|
|
2019
Q4 | $651K | Buy |
5,006
+4,203
| +523% | +$547K | 0.12% | 30 |
|
|
2019
Q3 | $96K | Hold |
803
| – | – | 0.03% | 321 |
|
|
2019
Q2 | $93K | Hold |
803
| – | – | 0.03% | 343 |
|
|
2019
Q1 | $91K | Buy |
+803
| New | +$91K | 0.03% | 336 |
|