Kingsview Wealth Management’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 | $940K | Buy |
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|
2025
Q1 | $910K | Buy |
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|
2024
Q4 | $908K | Sell |
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|
2024
Q3 | $972K | Buy |
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|
2024
Q2 | $714K | Buy |
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|
2024
Q1 | $601K | Buy |
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|
2023
Q4 | $423K | Sell |
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|
2023
Q3 | $562K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $211K | Sell |
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|
2022
Q2 | $268K | Buy |
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|
2022
Q1 | $284K | Buy |
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