Hara Capital’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 | $456K | Hold |
2,335
| – | – | 0.28% | 82 |
|
|
2025
Q1 | $445K | Sell |
2,335
-2,335
| -50% | -$445K | 0.3% | 82 |
|
|
2024
Q4 | $891K | Buy |
4,670
+2,335
| +100% | +$446K | 0.29% | 85 |
|
|
2024
Q3 | $460K | Hold |
2,335
| – | – | 0.29% | 79 |
|
|
2024
Q2 | $425K | Sell |
2,335
-240
| -9% | -$43.7K | 0.27% | 87 |
|
|
2024
Q1 | $481K | Hold |
2,575
| – | – | 0.29% | 82 |
|
|
2023
Q4 | $448K | Buy |
+2,575
| New | +$448K | 0.32% | 75 |
|