Greenwood Gearhart’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
$1.24M Buy
6,335
+1,565
+33% +$306K 0.08% 60
2025
Q1
$909K Buy
4,770
+1,007
+27% +$192K 0.06% 65
2024
Q4
$718K Buy
+3,763
New +$718K 0.05% 77