JMG Financial Group’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 | $823K | Sell |
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|
2025
Q1 | $910K | Sell |
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|
2024
Q4 | $980K | Buy |
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|
2024
Q3 | $995K | Buy |
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|
2024
Q2 | $815K | Sell |
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|
2024
Q1 | $911K | Sell |
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|
2023
Q4 | $876K | Buy |
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|
2023
Q3 | $555K | Sell |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $800K | Buy |
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|
2022
Q4 | $260K | Sell |
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|
2022
Q3 | $324K | Hold |
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|
2022
Q2 | $347K | Buy |
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|
2022
Q1 | $301K | Sell |
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|
2021
Q4 | $314K | Hold |
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|
2021
Q3 | $292K | Hold |
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|
2021
Q2 | $296K | Sell |
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|
2021
Q1 | $311K | Buy |
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