Lane & Associates’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
Q1 | $2.65M | Sell |
13,913
-203
| -1% | -$38.7K | 1.43% | 19 |
|
|
2024
Q4 | $2.77M | Buy |
14,116
+1,237
| +10% | +$243K | 1.43% | 16 |
|
|
2024
Q3 | $2.54M | Sell |
12,879
-297
| -2% | -$58.6K | 1.38% | 18 |
|
|
2024
Q2 | $2.4M | Buy |
13,176
+375
| +3% | +$68.3K | 1.41% | 19 |
|
|
2024
Q1 | $2.39M | Buy |
12,801
+351
| +3% | +$65.6K | 1.51% | 19 |
|
|
2023
Q4 | $2.16M | Sell |
12,450
-73
| -0.6% | -$12.7K | 1.58% | 17 |
|
|
2023
Q3 | $1.93M | Buy |
12,523
+99
| +0.8% | +$15.2K | 1.55% | 17 |
|
|
2023
Q2 | $2M | Buy |
12,424
+1,356
| +12% | +$219K | 1.59% | 16 |
|
|
2023
Q1 | $1.68M | Sell |
11,068
-683
| -6% | -$104K | 1.5% | 13 |
|
|
2022
Q4 | $1.7M | Buy |
+11,751
| New | +$1.7M | 1.62% | 13 |
|