Householder Group Estate & Retirement Specialist’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
2024
Q4
Sell
2024
Q3
$4K Sell
2024
Q2
$110K Hold
2024
Q1
$113K Hold
2023
Q4
$105K Hold
2023
Q3
$93.4K Buy
2023
Q1
$94K Buy
2022
Q4
Sell
2022
Q3
$80K Buy