Iron Horse Wealth Management’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 | – | Sell |
-20
| Closed | -$3.81K | – | 620 |
|
|
2025
Q1 | $3.81K | Hold |
20
| – | – | ﹤0.01% | 398 |
|
|
2024
Q4 | $3.82K | Hold |
20
| – | – | ﹤0.01% | 330 |
|
|
2024
Q3 | $3.94K | Hold |
20
| – | – | ﹤0.01% | 323 |
|
|
2024
Q2 | $3.64K | Hold |
20
| – | – | ﹤0.01% | 303 |
|
|
2024
Q1 | $3.74K | Sell |
20
-3
| -13% | -$560 | ﹤0.01% | 283 |
|
|
2023
Q4 | $4.01K | Buy |
23
+3
| +15% | +$523 | ﹤0.01% | 288 |
|
|
2023
Q3 | $3.08K | Hold |
20
| – | – | ﹤0.01% | 310 |
|
|
2023
Q2 | $3.22K | Hold |
20
| – | – | ﹤0.01% | 202 |
|
|
2023
Q1 | $3.04K | Hold |
20
| – | – | ﹤0.01% | 229 |
|
|
2022
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 178 |
|
|
2022
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 109 |
|
|
2022
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 174 |
|
|
2022
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 183 |
|
|
2021
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 163 |
|
|
2021
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 146 |
|
|
2021
Q2 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 150 |
|