IAG Wealth Partners’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 | $81.5K | Hold |
417
| – | – | 0.01% | 166 |
|
|
2025
Q1 | $79.5K | Sell |
417
-75
| -15% | -$14.3K | 0.01% | 162 |
|
|
2024
Q4 | $93.9K | Buy |
492
+142
| +41% | +$27.1K | 0.02% | 140 |
|
|
2024
Q3 | $69K | Hold |
350
| – | – | 0.01% | 160 |
|
|
2024
Q2 | $63.7K | Hold |
350
| – | – | 0.01% | 157 |
|
|
2024
Q1 | $65.4K | Hold |
350
| – | – | 0.01% | 145 |
|
|
2023
Q4 | $60.9K | Buy |
+350
| New | +$60.9K | 0.01% | 143 |
|