Manchester Financial’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
$225K Hold
2025
Q2
$213K Hold
2025
Q1
$208K Buy
2021
Q2
Sell
2021
Q1
$141K Hold
2020
Q4
$128K Hold
2020
Q3
$112K Hold
2020
Q2
$108K Hold
2020
Q1
$96K Hold
2019
Q4
$130K Buy
2019
Q3
Sell
2019
Q2
$117K Buy