Lifeworks 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 | $793K | Buy |
4,057
+587
| +17% | +$115K | 0.12% | 153 |
|
|
2025
Q1 | $661K | Buy |
3,470
+1,080
| +45% | +$206K | 0.11% | 158 |
|
|
2024
Q4 | $456K | Buy |
2,390
+60
| +3% | +$11.5K | 0.08% | 179 |
|
|
2024
Q3 | $459K | Buy |
2,330
+125
| +6% | +$24.6K | 0.09% | 174 |
|
|
2024
Q2 | $401K | Buy |
2,205
+214
| +11% | +$39K | 0.11% | 150 |
|
|
2024
Q1 | $372K | Buy |
+1,991
| New | +$372K | 0.1% | 152 |
|