Hartford Financial Management’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 | $18.2K | Sell |
93
-1
| -1% | -$195 | 0.01% | 252 |
|
|
2025
Q1 | $17.9K | Hold |
94
| – | – | ﹤0.01% | 264 |
|
|
2024
Q4 | $17.9K | Hold |
94
| – | – | ﹤0.01% | 268 |
|
|
2024
Q3 | $18.5K | Hold |
94
| – | – | ﹤0.01% | 270 |
|
|
2024
Q2 | $17.1K | Hold |
94
| – | – | ﹤0.01% | 278 |
|
|
2024
Q1 | $17.6K | Hold |
94
| – | – | ﹤0.01% | 283 |
|
|
2023
Q4 | $16.3K | Hold |
94
| – | – | ﹤0.01% | 282 |
|
|
2023
Q3 | $14.5K | Hold |
94
| – | – | ﹤0.01% | 284 |
|
|
2023
Q2 | $15.2K | Hold |
94
| – | – | ﹤0.01% | 259 |
|
|
2023
Q1 | $14.3K | Hold |
94
| – | – | ﹤0.01% | 259 |
|
|
2022
Q4 | $13.6K | Hold |
94
| – | – | ﹤0.01% | 265 |
|
|
2022
Q3 | $12K | Hold |
94
| – | – | ﹤0.01% | 267 |
|
|
2022
Q2 | $13K | Hold |
94
| – | – | ﹤0.01% | 266 |
|
|
2022
Q1 | $15K | Buy |
+94
| New | +$15K | ﹤0.01% | 267 |
|