Gray Wealth Management’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
2024
Q4
$388K Buy
2024
Q3
$394K Hold
2024
Q2
$364K Hold
2024
Q1
$374K Hold
2023
Q4
$348K Hold
2023
Q3
$308K Hold
2023
Q2
$322K Hold
2023
Q1
$304K Hold
2022
Q4
$290K Hold
2022
Q3
$257K Buy