GSB 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 | $2.76M | Buy |
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|
2025
Q2 | $2.61M | Buy |
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|
2025
Q1 | $2.37M | Sell |
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|
2024
Q4 | $2.4M | Buy |
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|
2024
Q3 | $2.43M | Sell |
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|
2024
Q2 | $2.28M | Sell |
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|
2024
Q1 | $2.34M | Buy |
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|
2023
Q4 | $1.95M | Buy |
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|
2023
Q3 | $1.68M | Buy |
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|
2023
Q2 | $1.68M | Sell |
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|
2023
Q1 | $1.63M | Sell |
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|
2022
Q4 | $1.57M | Buy |
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|
2022
Q3 | $1.29M | Buy |
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|
2022
Q2 | $1.35M | Buy |
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|
2022
Q1 | $1.42M | Buy |
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|
2021
Q4 | $1.17M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $816K | Buy |
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|
2021
Q1 | $611K | Buy |
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