Iams 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 | $1.17M | Sell |
5,990
-3,648
| -38% | -$713K | 0.54% | 62 |
|
|
2025
Q1 | $1.84M | Buy |
9,638
+428
| +5% | +$81.6K | 0.84% | 44 |
|
|
2024
Q4 | $1.76M | Buy |
9,210
+758
| +9% | +$145K | 0.8% | 44 |
|
|
2024
Q3 | $1.67M | Buy |
8,452
+646
| +8% | +$127K | 0.82% | 40 |
|
|
2024
Q2 | $1.42M | Buy |
7,806
+1,020
| +15% | +$186K | 0.78% | 43 |
|
|
2024
Q1 | $1.22M | Sell |
6,786
-108
| -2% | -$19.4K | 0.74% | 41 |
|
|
2023
Q4 | $1.2M | Buy |
6,894
+853
| +14% | +$148K | 0.78% | 42 |
|
|
2023
Q3 | $929K | Buy |
+6,041
| New | +$929K | 0.64% | 53 |
|
|
2023
Q2 | – | Sell |
-4,222
| Closed | -$632K | – | 79 |
|
|
2023
Q1 | $632K | Buy |
4,222
+859
| +26% | +$129K | 0.53% | 61 |
|
|
2022
Q4 | $488K | Buy |
+3,363
| New | +$488K | 0.5% | 65 |
|