Grand 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 | $25.4K | Hold |
130
| – | – | 0.01% | 56 |
|
|
2025
Q1 | $24.8K | Hold |
130
| – | – | 0.01% | 51 |
|
|
2024
Q4 | $24.8K | Hold |
130
| – | – | 0.01% | 51 |
|
|
2024
Q3 | $25.6K | Hold |
130
| – | – | 0.01% | 50 |
|
|
2024
Q2 | $23.7K | Hold |
130
| – | – | 0.01% | 50 |
|
|
2024
Q1 | $24.3K | Hold |
130
| – | – | 0.01% | 63 |
|
|
2023
Q4 | $22.6K | Hold |
130
| – | – | 0.01% | 66 |
|
|
2023
Q3 | $20K | Buy |
+130
| New | +$20K | 0.01% | 60 |
|