Journey Advisory 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 | $459K | Hold |
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|
2025
Q1 | $448K | Hold |
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|
2024
Q4 | $428K | Hold |
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|
2024
Q3 | $428K | Hold |
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|
2024
Q2 | $428K | Hold |
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|
2024
Q1 | $439K | Hold |
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|
2023
Q4 | $408K | Hold |
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|
2023
Q3 | $361K | Hold |
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|
2023
Q2 | $379K | Sell |
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|
2023
Q1 | $397K | Sell |
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|
2022
Q4 | $523K | Sell |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $881K | Sell |
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|
2022
Q1 | $968K | Sell |
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|
2021
Q4 | $1.01M | Sell |
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|
2021
Q3 | $992K | Sell |
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|
2021
Q2 | $1.36M | Sell |
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|
2021
Q1 | $1.37M | Sell |
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|
2020
Q4 | $1.26M | Buy |
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