Inspirion Wealth 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
Q3 | $839K | Buy |
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|
2025
Q2 | $832K | Hold |
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|
2025
Q1 | $811K | Sell |
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|
2024
Q4 | $813K | Hold |
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|
2024
Q3 | $839K | Sell |
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|
2024
Q2 | $852K | Hold |
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|
2024
Q1 | $874K | Buy |
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|
2023
Q4 | $816K | Buy |
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|
2023
Q3 | $717K | Hold |
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|
2023
Q2 | $751K | Sell |
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|
2023
Q1 | $723K | Sell |
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|
2022
Q4 | $723K | Sell |
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|
2022
Q3 | $691K | Sell |
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|
2022
Q2 | $793K | Sell |
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|
2022
Q1 | $933K | Sell |
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|
2021
Q4 | $951K | Sell |
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|
2021
Q3 | $907K | Sell |
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|
2021
Q2 | $951K | Sell |
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|
2021
Q1 | $912K | Sell |
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|
2020
Q4 | $830K | Hold |
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|
2020
Q3 | $729K | Buy |
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