Human Investing’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 | $204K | Sell |
1,046
-234
| -18% | -$45.7K | 0.03% | 96 |
|
|
2025
Q1 | $244K | Buy |
1,280
+220
| +21% | +$41.9K | 0.04% | 82 |
|
|
2024
Q4 | $202K | Sell |
1,060
-219
| -17% | -$41.8K | 0.04% | 95 |
|
|
2024
Q3 | $252K | Buy |
1,279
+130
| +11% | +$25.6K | 0.05% | 88 |
|
|
2024
Q2 | $209K | Hold |
1,149
| – | – | 0.04% | 91 |
|
|
2024
Q1 | $215K | Buy |
+1,149
| New | +$215K | 0.04% | 87 |
|
|
2019
Q1 | – | Sell |
-4,300
| Closed | -$738K | – | 385 |
|
|
2018
Q4 | $738K | Buy |
+4,300
| New | +$738K | 0.31% | 86 |
|