Latitude Advisors’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 | $495K | Sell |
2,532
-242
| -9% | -$47.3K | 0.25% | 93 |
|
|
2025
Q1 | $529K | Buy |
2,774
+957
| +53% | +$182K | 0.31% | 81 |
|
|
2024
Q4 | $347K | Buy |
1,817
+160
| +10% | +$30.5K | 0.2% | 113 |
|
|
2024
Q3 | $327K | Buy |
1,657
+495
| +43% | +$97.6K | 0.18% | 125 |
|
|
2024
Q2 | $211K | Buy |
+1,162
| New | +$211K | 0.13% | 166 |
|