IFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Buy |
|
|||||
|
2025
Q1 | $408K | Sell |
|
|||||
|
2024
Q4 | $434K | Buy |
|
|||||
|
2024
Q3 | $448K | Buy |
|
|||||
|
2024
Q2 | $388K | Buy |
|
|||||
|
2024
Q1 | $385K | Buy |
|
|||||
|
2023
Q4 | $358K | Buy |
|
|||||
|
2023
Q3 | $315K | Hold |
|
|||||
|
2023
Q2 | $330K | Buy |
|
|||||
|
2023
Q1 | $311K | Buy |
|
|||||
|
2022
Q4 | $297K | Sell |
|
|||||
|
2022
Q3 | $304K | Buy |
|