Horst & Graben Wealth 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 | $19.9M | Buy |
101,626
+7,050
| +7% | +$1.38M | 3.29% | 9 |
|
|
2025
Q1 | $18M | Buy |
94,576
+23,968
| +34% | +$4.57M | 3.23% | 9 |
|
|
2024
Q4 | $13.5M | Buy |
70,608
+1,191
| +2% | +$227K | 2.4% | 13 |
|
|
2024
Q3 | $13.7M | Buy |
69,417
+1,557
| +2% | +$307K | 2.46% | 13 |
|
|
2024
Q2 | $12.4M | Buy |
67,860
+710
| +1% | +$129K | 2.36% | 12 |
|
|
2024
Q1 | $12.5M | Buy |
+67,150
| New | +$12.5M | 2.55% | 14 |
|