GPS Wealth Strategies Group’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 | $155K | Buy |
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|
2025
Q1 | $150K | Buy |
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|
2024
Q4 | $141K | Buy |
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|
2024
Q3 | $145K | Buy |
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|
2024
Q2 | $132K | Buy |
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|
2024
Q1 | $86.7K | Hold |
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|
2023
Q4 | $80.7K | Buy |
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|
2023
Q3 | $67.5K | Hold |
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|
2023
Q2 | $70.8K | Buy |
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|
2023
Q1 | $56.2K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $18K | Buy |
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|
2022
Q2 | $8K | Hold |
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|
2022
Q1 | $9K | Hold |
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|
2021
Q4 | $9K | Hold |
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|
2021
Q3 | $8K | Hold |
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|
2021
Q2 | $9K | Hold |
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|
2021
Q1 | $8K | Buy |
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