KFA Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $496K | Sell |
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|
2024
Q1 | $10.7M | Buy |
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|
2023
Q4 | $9.84M | Buy |
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|
2023
Q3 | $7.47M | Buy |
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|
2023
Q2 | $7.6M | Buy |
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|
2023
Q1 | $7.08M | Sell |
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|
2022
Q4 | $7.21M | Buy |
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|
2022
Q3 | $5.75M | Buy |
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|
2022
Q2 | $6.1M | Buy |
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|
2022
Q1 | $6.91M | Buy |
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|
2021
Q4 | $6.62M | Buy |
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|
2021
Q3 | $6.1M | Buy |
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|
2021
Q2 | $6.16M | Buy |
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|
2021
Q1 | $5.79M | Buy |
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|
2020
Q4 | $5.01M | Buy |
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|
2020
Q3 | $4.29M | Buy |
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|
2020
Q2 | $3.95M | Buy |
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|
2020
Q1 | $3.1M | Buy |
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