Iron Horse Wealth Management’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
Q2 | – | Sell |
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|
2025
Q1 | $3.81K | Hold |
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|
2024
Q4 | $3.82K | Hold |
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2024
Q3 | $3.94K | Hold |
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|
2024
Q2 | $3.64K | Hold |
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|
2024
Q1 | $3.74K | Sell |
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|
2023
Q4 | $4.01K | Buy |
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|
2023
Q3 | $3.08K | Hold |
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|
2023
Q2 | $3.22K | Hold |
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|
2023
Q1 | $3.04K | Hold |
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|
2022
Q4 | $3K | Hold |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $3K | Hold |
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|
2021
Q3 | $3K | Hold |
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|
2021
Q2 | $3K | Buy |
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