High Net Worth Advisory Group’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 | $489K | Hold |
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|
2025
Q1 | $476K | Hold |
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|
2024
Q4 | $477K | Hold |
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|
2024
Q3 | $493K | Hold |
|
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|
2024
Q2 | $455K | Hold |
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|
2024
Q1 | $467K | Hold |
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|
2023
Q4 | $435K | Hold |
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|
2023
Q3 | $385K | Hold |
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|
2023
Q2 | $403K | Hold |
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|
2023
Q1 | $379K | Hold |
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|
2022
Q4 | $363K | Buy |
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|
2022
Q3 | $257K | Buy |
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|
2022
Q2 | $206K | Buy |
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|
2022
Q1 | $125K | Hold |
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|
2021
Q4 | $125K | Buy |
|