Ironwood Wealth Management (West Virginia)’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 | $13.2M | Sell |
66,837
-29
| -0% | -$5.72K | 6.23% | 8 |
|
|
2025
Q1 | $11.7M | Sell |
66,866
-3,692
| -5% | -$647K | 6.11% | 8 |
|
|
2024
Q4 | $13.3M | Sell |
70,558
-153
| -0.2% | -$28.8K | 6.55% | 7 |
|
|
2024
Q3 | $13.9M | Sell |
70,711
-786
| -1% | -$155K | 6.81% | 7 |
|
|
2024
Q2 | $13.2M | Buy |
71,497
+176
| +0.2% | +$32.5K | 6.69% | 8 |
|
|
2024
Q1 | $12.9M | Sell |
71,321
-427
| -0.6% | -$77.4K | 6.78% | 8 |
|
|
2023
Q4 | $12.4M | Sell |
71,748
-1,128
| -2% | -$196K | 6.81% | 8 |
|
|
2023
Q3 | $11M | Sell |
72,876
-553
| -0.8% | -$83.8K | 6.59% | 8 |
|
|
2023
Q2 | $11.7M | Sell |
73,429
-447
| -0.6% | -$71.5K | 6.84% | 8 |
|
|
2023
Q1 | $11.2M | Sell |
73,876
-1,013
| -1% | -$153K | 6.65% | 8 |
|
|
2022
Q4 | $11.4M | Sell |
74,889
-299
| -0.4% | -$45.7K | 6.7% | 8 |
|
|
2022
Q3 | $9.87M | Sell |
75,188
-66
| -0.1% | -$8.67K | 7.1% | 7 |
|
|
2022
Q2 | $10.5M | Sell |
75,254
-65
| -0.1% | -$9.04K | 7.18% | 7 |
|
|
2022
Q1 | $11.7M | Buy |
75,319
+87
| +0.1% | +$13.5K | 8.46% | 6 |
|
|
2021
Q4 | $11.8M | Buy |
75,232
+267
| +0.4% | +$41.8K | 8.25% | 7 |
|
|
2021
Q3 | $10.9M | Sell |
74,965
-5,948
| -7% | -$865K | 8.08% | 7 |
|
|
2021
Q2 | $11.9M | Buy |
80,913
+55
| +0.1% | +$8.12K | 8.57% | 7 |
|
|
2021
Q1 | $11.4M | Buy |
80,858
+44,857
| +125% | +$6.34M | 9.03% | 7 |
|
|
2020
Q4 | $4.61M | Buy |
+36,001
| New | +$4.61M | 4.15% | 10 |
|