LifePlan Investment 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 | $2.64M | Buy |
13,521
+2,142
| +19% | +$419K | 1.31% | 34 |
|
|
2025
Q1 | $2.17M | Buy |
11,379
+4,871
| +75% | +$928K | 1.25% | 30 |
|
|
2024
Q4 | $1.24M | Buy |
6,508
+590
| +10% | +$113K | 0.77% | 38 |
|
|
2024
Q3 | $1.17M | Buy |
5,918
+364
| +7% | +$71.8K | 0.75% | 37 |
|
|
2024
Q2 | $1.01M | Buy |
5,554
+691
| +14% | +$126K | 0.73% | 37 |
|
|
2024
Q1 | $908K | Buy |
+4,863
| New | +$908K | 0.72% | 34 |
|