Magnus Financial Group’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 | $4.39M | Buy |
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|
2025
Q1 | $3.23M | Buy |
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|
2024
Q4 | $2.82M | Buy |
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|
2024
Q3 | $2.45M | Sell |
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|
2024
Q2 | $2.26M | Buy |
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|
2024
Q1 | $2.31M | Buy |
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|
2023
Q4 | $1.93M | Sell |
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|
2023
Q3 | $1.99M | Sell |
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|
2023
Q2 | $2.11M | Sell |
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|
2023
Q1 | $1.99M | Sell |
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|
2022
Q4 | $2.66M | Sell |
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|
2022
Q3 | $2.67M | Sell |
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|
2022
Q2 | $2.94M | Buy |
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|
2022
Q1 | $3.08M | Buy |
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|
2021
Q4 | $2.23M | Buy |
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|
2021
Q3 | $2.04M | Buy |
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|
2021
Q2 | $2.03M | Buy |
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|
2021
Q1 | $1.94M | Buy |
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|
2020
Q4 | $1.04M | Buy |
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|
2020
Q3 | $604K | Sell |
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|
2020
Q2 | $582K | Sell |
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|
2020
Q1 | $530K | Buy |
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|
2019
Q4 | $458K | Buy |
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|
2019
Q3 | $315K | Hold |
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|
2019
Q2 | $308K | Buy |
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|
2019
Q1 | $297K | Buy |
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