King Wealth Management 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 | $1.28M | Hold |
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|
2025
Q1 | $1.25M | Hold |
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|
2024
Q4 | $1.25M | Buy |
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|
2024
Q3 | $966K | Sell |
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|
2024
Q2 | $1.12M | Hold |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $1.04M | Hold |
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|
2023
Q3 | $919K | Hold |
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|
2023
Q2 | $963K | Buy |
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|
2023
Q1 | $671K | Hold |
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|
2022
Q4 | $642K | Hold |
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|
2022
Q3 | $568K | Hold |
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|
2022
Q2 | $608K | Hold |
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|
2022
Q1 | $689K | Hold |
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|
2021
Q4 | $693K | Buy |
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|
2021
Q3 | $207K | Buy |
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