Maia Wealth’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 | $7.51M | Buy |
38,447
+2,241
| +6% | +$438K | 1.43% | 12 |
|
|
2025
Q1 | $6.53M | Buy |
36,206
+9,566
| +36% | +$1.73M | 1.48% | 11 |
|
|
2024
Q4 | $5.28M | Buy |
26,640
+2,167
| +9% | +$429K | 1.14% | 19 |
|
|
2024
Q3 | $4.84M | Buy |
24,473
+3,398
| +16% | +$672K | 1.2% | 20 |
|
|
2024
Q2 | $3.93M | Buy |
+21,075
| New | +$3.93M | 1.18% | 18 |
|