Greenhouse 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $275K | Hold |
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|
2025
Q2 | $260K | Hold |
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|
2025
Q1 | $254K | Sell |
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|
2024
Q4 | $308K | Sell |
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|
2024
Q3 | $328K | Hold |
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|
2024
Q2 | $303K | Hold |
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|
2024
Q1 | $311K | Hold |
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|
2023
Q4 | $289K | Hold |
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|
2023
Q3 | $256K | Hold |
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|
2023
Q2 | $268K | Hold |
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|
2023
Q1 | $253K | Hold |
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|
2022
Q4 | $241K | Hold |
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|
2022
Q3 | $214K | Hold |
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|
2022
Q2 | $229K | Hold |
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|
2022
Q1 | $259K | Hold |
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|
2021
Q4 | $261K | Buy |
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|
2021
Q3 | $239K | Hold |
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|
2021
Q2 | $243K | Buy |
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|
2021
Q1 | $231K | Hold |
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|
2020
Q4 | $209K | Buy |
|