LMG Wealth Partners’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.71M | Sell |
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|
2025
Q1 | $8.5M | Sell |
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|
2024
Q4 | $8.66M | Buy |
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|
2024
Q3 | $8.93M | Buy |
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|
2024
Q2 | $8.2M | Buy |
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|
2024
Q1 | $8.34M | Sell |
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|
2023
Q4 | $7.82M | Sell |
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|
2023
Q3 | $6.93M | Buy |
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|
2023
Q2 | $7.12M | Buy |
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|
2023
Q1 | $6.67M | Buy |
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|
2022
Q4 | $6.59M | Buy |
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