Goodwin Investment Advisory’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
Q2 | $259K | Sell |
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|
2025
Q1 | $275K | Sell |
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|
2024
Q4 | $286K | Hold |
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|
2024
Q3 | $295K | Sell |
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|
2024
Q2 | $297K | Sell |
|
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|
2024
Q1 | $337K | Sell |
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|
2023
Q4 | $321K | Sell |
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|
2023
Q3 | $308K | Hold |
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|
2023
Q2 | $322K | Sell |
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|
2023
Q1 | $309K | Sell |
|
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|
2022
Q4 | $300K | Buy |
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|
2022
Q3 | $259K | Buy |
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|
2022
Q2 | $121K | Sell |
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|
2022
Q1 | $213K | Sell |
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|
2021
Q4 | $328K | Sell |
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|
2021
Q3 | $329K | Buy |
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