IMA Advisory Services’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 | $85.7K | Hold |
438
| – | – | 0.01% | 195 |
|
|
2025
Q1 | $83.6K | Buy |
+438
| New | +$83.6K | 0.01% | 205 |
|
|
2020
Q2 | – | Sell |
-81
| Closed | -$8K | – | 249 |
|
|
2020
Q1 | $8K | Hold |
81
| – | – | ﹤0.01% | 211 |
|
|
2019
Q4 | $11K | Hold |
81
| – | – | ﹤0.01% | 208 |
|
|
2019
Q3 | $10K | Hold |
81
| – | – | ﹤0.01% | 212 |
|
|
2019
Q2 | $9K | Hold |
81
| – | – | ﹤0.01% | 203 |
|
|
2019
Q1 | $9K | Sell |
81
-46
| -36% | -$5.11K | ﹤0.01% | 211 |
|
|
2018
Q4 | $13K | Sell |
127
-116
| -48% | -$11.9K | 0.01% | 205 |
|
|
2018
Q3 | $28K | Hold |
243
| – | – | 0.01% | 174 |
|
|
2018
Q2 | $27K | Buy |
+243
| New | +$27K | 0.01% | 193 |
|