Cambridge Financial Group (Arizona)’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 | $275K | Hold |
1,408
| – | – | 0.1% | 127 |
|
|
2025
Q1 | $268K | Hold |
1,408
| – | – | 0.11% | 121 |
|
|
2024
Q4 | $269K | Hold |
1,408
| – | – | 0.11% | 112 |
|
|
2024
Q3 | $278K | Hold |
1,408
| – | – | 0.12% | 113 |
|
|
2024
Q2 | $256K | Hold |
1,408
| – | – | 0.12% | 111 |
|
|
2024
Q1 | $263K | Hold |
1,408
| – | – | 0.13% | 106 |
|
|
2023
Q4 | $245K | Buy |
+1,408
| New | +$245K | 0.13% | 106 |
|