Kingsview Wealth Management’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 | $940K | Buy |
4,810
+37
| +0.8% | +$7.23K | 0.02% | 599 |
|
|
2025
Q1 | $910K | Buy |
4,773
+14
| +0.3% | +$2.67K | 0.02% | 569 |
|
|
2024
Q4 | $908K | Sell |
4,759
-173
| -4% | -$33K | 0.02% | 575 |
|
|
2024
Q3 | $972K | Buy |
4,932
+1,009
| +26% | +$199K | 0.02% | 538 |
|
|
2024
Q2 | $714K | Buy |
3,923
+704
| +22% | +$128K | 0.02% | 587 |
|
|
2024
Q1 | $601K | Buy |
3,219
+786
| +32% | +$147K | 0.02% | 621 |
|
|
2023
Q4 | $423K | Sell |
2,433
-1,222
| -33% | -$213K | 0.01% | 674 |
|
|
2023
Q3 | $562K | Buy |
+3,655
| New | +$562K | 0.02% | 584 |
|
|
2022
Q4 | – | Sell |
-1,643
| Closed | -$211K | – | 872 |
|
|
2022
Q3 | $211K | Sell |
1,643
-303
| -16% | -$38.9K | 0.01% | 742 |
|
|
2022
Q2 | $268K | Buy |
1,946
+121
| +7% | +$16.7K | 0.01% | 692 |
|
|
2022
Q1 | $284K | Buy |
+1,825
| New | +$284K | 0.01% | 716 |
|