HCR Wealth Advisors’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 | $444K | Sell |
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|
2025
Q2 | $446K | Buy |
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|
2025
Q1 | $419K | Sell |
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|
2024
Q4 | $424K | Hold |
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|
2024
Q3 | $438K | Hold |
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|
2024
Q2 | $404K | Buy |
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|
2024
Q1 | $407K | Buy |
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|
2023
Q4 | $378K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $25K | Buy |
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|
2020
Q3 | $4K | Hold |
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|
2020
Q2 | $3K | Hold |
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|
2020
Q1 | $3K | Buy |
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