Independent Wealth Network’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
Q3 | $599K | Buy |
|
|||||
|
2025
Q2 | $510K | Sell |
|
|||||
|
2025
Q1 | $498K | Sell |
|
|||||
|
2024
Q4 | $507K | Sell |
|
|||||
|
2024
Q3 | $607K | Sell |
|
|||||
|
2024
Q2 | $588K | Buy |
|
|||||
|
2024
Q1 | $598K | Sell |
|
|||||
|
2023
Q4 | $557K | Sell |
|
|||||
|
2023
Q3 | $497K | Buy |
|
|||||
|
2023
Q2 | $521K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $832K | Sell |
|
|||||
|
2022
Q1 | $1.25M | Buy |
|
|||||
|
2021
Q4 | $523K | Buy |
|
|||||
|
2021
Q3 | $512K | Buy |
|