LongView Wealth Management’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
Q3
$385K Sell
2025
Q2
$366K Buy
2025
Q1
$353K Sell
2024
Q4
$382K Sell
2024
Q3
$412K Sell
2024
Q2
$401K Sell
2024
Q1
$413K Buy
2023
Q4
$364K Buy