Henrickson Nauta 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 | $1.09M | Sell |
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|
2025
Q2 | $1.08M | Hold |
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|
2025
Q1 | $972K | Hold |
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|
2024
Q4 | $1.06M | Hold |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $1.27M | Sell |
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|
2024
Q1 | $1.29M | Buy |
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|
2023
Q4 | $1.21M | Buy |
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|
2023
Q3 | $309K | Hold |
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|
2023
Q2 | $322K | Hold |
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|
2023
Q1 | $303K | Hold |
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|
2022
Q4 | $290K | Hold |
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|
2022
Q3 | $257K | Hold |
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|
2022
Q2 | $275K | Hold |
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|
2022
Q1 | $311K | Hold |
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|
2021
Q4 | $304K | Buy |
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