Lantz Financial’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 | $4.81M | Buy |
24,616
+3,898
| +19% | +$762K | 1.2% | 18 |
|
|
2025
Q1 | $3.95M | Buy |
20,718
+5,317
| +35% | +$1.01M | 1.08% | 20 |
|
|
2024
Q4 | $2.94M | Buy |
15,401
+633
| +4% | +$121K | 0.78% | 27 |
|
|
2024
Q3 | $2.91M | Buy |
14,768
+789
| +6% | +$156K | 0.79% | 29 |
|
|
2024
Q2 | $2.54M | Buy |
13,979
+687
| +5% | +$125K | 0.79% | 26 |
|
|
2024
Q1 | $2.48M | Buy |
+13,292
| New | +$2.48M | 0.8% | 31 |
|