JT Stratford LLC’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 | $919K | Sell |
4,701
-186
| -4% | -$36.3K | 0.14% | 148 |
|
|
2025
Q1 | $931K | Buy |
4,887
+1,652
| +51% | +$315K | 0.16% | 147 |
|
|
2024
Q4 | $617K | Sell |
3,235
-1,941
| -38% | -$370K | 0.1% | 180 |
|
|
2024
Q3 | $1.02M | Buy |
5,176
+2,736
| +112% | +$539K | 0.17% | 145 |
|
|
2024
Q2 | $444K | Buy |
2,440
+82
| +3% | +$14.9K | 0.08% | 203 |
|
|
2024
Q1 | $440K | Buy |
+2,358
| New | +$440K | 0.09% | 197 |
|