LexAurum 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 | $981K | Buy |
5,019
+117
| +2% | +$22.9K | 0.15% | 121 |
|
|
2025
Q1 | $934K | Buy |
4,902
+1,056
| +27% | +$201K | 0.18% | 120 |
|
|
2024
Q4 | $734K | Buy |
3,846
+1,233
| +47% | +$235K | 0.15% | 132 |
|
|
2024
Q3 | $515K | Buy |
2,613
+73
| +3% | +$14.4K | 0.11% | 162 |
|
|
2024
Q2 | $462K | Buy |
2,540
+118
| +5% | +$21.5K | 0.11% | 162 |
|
|
2024
Q1 | $452K | Buy |
+2,422
| New | +$452K | 0.11% | 164 |
|