Independent Advisor Alliance’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 | $504K | Buy |
+2,579
| New | +$504K | 0.01% | 586 |
|
|
2025
Q1 | – | Sell |
-31,605
| Closed | -$6.03M | – | 1099 |
|
|
2024
Q4 | $6.03M | Buy |
+31,605
| New | +$6.03M | 0.08% | 237 |
|
|
2020
Q1 | – | Sell |
-17,565
| Closed | -$2.29M | – | 622 |
|
|
2019
Q4 | $2.29M | Buy |
+17,565
| New | +$2.29M | 0.1% | 219 |
|
|
2017
Q2 | – | Sell |
-5,587
| Closed | -$578K | – | 315 |
|
|
2017
Q1 | $578K | Buy |
+5,587
| New | +$578K | 0.09% | 218 |
|