HHM 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
Q2 | $44K | Hold |
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|
2025
Q1 | $42.9K | Sell |
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|
2024
Q4 | $48.1K | Sell |
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|
2024
Q3 | $62.5K | Sell |
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|
2024
Q2 | $62.4K | Sell |
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|
2024
Q1 | $68.6K | Buy |
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|
2023
Q4 | $43K | Hold |
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|
2023
Q3 | $38K | Hold |
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|
2023
Q2 | $39.8K | Hold |
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|
2023
Q1 | $37.5K | Buy |
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|
2022
Q4 | $11.5K | Hold |
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|
2022
Q3 | $10K | Hold |
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|
2022
Q2 | $11K | Sell |
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|
2022
Q1 | $15K | Hold |
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|
2021
Q4 | $15K | Sell |
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|
2021
Q3 | $47K | Hold |
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|
2021
Q2 | $48K | Hold |
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|
2021
Q1 | $46K | Hold |
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|
2020
Q4 | $41K | Hold |
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|
2020
Q3 | $36K | Hold |
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|
2020
Q2 | $35K | Hold |
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|
2020
Q1 | $31K | Buy |
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