Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-24
| Closed | -$4K | – | 871 |
|
|
2024
Q3 | $4K | Sell |
24
-583
| -96% | -$97.2K | ﹤0.01% | 957 |
|
|
2024
Q2 | $110K | Hold |
607
| – | – | 0.03% | 336 |
|
|
2024
Q1 | $113K | Hold |
607
| – | – | 0.03% | 326 |
|
|
2023
Q4 | $105K | Hold |
607
| – | – | 0.03% | 328 |
|
|
2023
Q3 | $93.4K | Buy |
+607
| New | +$93.4K | 0.03% | 325 |
|
|
2023
Q1 | $94K | Buy |
+617
| New | +$94K | 0.04% | 318 |
|
|
2022
Q4 | – | Sell |
-626
| Closed | -$80K | – | 711 |
|
|
2022
Q3 | $80K | Buy |
+626
| New | +$80K | 0.03% | 303 |
|