LongView Wealth Management’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 | $366K | Buy |
1,875
+25
| +1% | +$4.89K | 0.11% | 148 |
|
|
2025
Q1 | $353K | Sell |
1,850
-150
| -8% | -$28.6K | 0.11% | 149 |
|
|
2024
Q4 | $382K | Sell |
2,000
-90
| -4% | -$17.2K | 0.12% | 137 |
|
|
2024
Q3 | $412K | Sell |
2,090
-111
| -5% | -$21.9K | 0.13% | 127 |
|
|
2024
Q2 | $401K | Sell |
2,201
-9
| -0.4% | -$1.64K | 0.15% | 121 |
|
|
2024
Q1 | $413K | Buy |
2,210
+120
| +6% | +$22.4K | 0.16% | 119 |
|
|
2023
Q4 | $364K | Buy |
+2,090
| New | +$364K | 0.16% | 125 |
|