IA
IFG Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Buy |
2,142
+3
| +0.1% | +$586 | 0.07% | 100 |
|
|
2025
Q1 | $408K | Sell |
2,139
-135
| -6% | -$25.7K | 0.08% | 95 |
|
|
2024
Q4 | $434K | Buy |
2,274
+4
| +0.2% | +$764 | 0.09% | 95 |
|
|
2024
Q3 | $448K | Buy |
2,270
+137
| +6% | +$27K | 0.1% | 83 |
|
|
2024
Q2 | $388K | Buy |
2,133
+72
| +3% | +$13.1K | 0.09% | 88 |
|
|
2024
Q1 | $385K | Buy |
2,061
+3
| +0.1% | +$560 | 0.1% | 84 |
|
|
2023
Q4 | $358K | Buy |
2,058
+8
| +0.4% | +$1.39K | 0.11% | 85 |
|
|
2023
Q3 | $315K | Hold |
2,050
| – | – | 0.11% | 89 |
|
|
2023
Q2 | $330K | Buy |
2,050
+2
| +0.1% | +$322 | 0.12% | 88 |
|
|
2023
Q1 | $311K | Buy |
2,048
+4
| +0.2% | +$607 | 0.12% | 89 |
|
|
2022
Q4 | $297K | Sell |
2,044
-320
| -14% | -$46.4K | 0.13% | 87 |
|
|
2022
Q3 | $304K | Buy |
+2,364
| New | +$304K | 0.15% | 81 |
|