Maripau 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 | $1.43M | Buy |
7,312
+2,391
| +49% | +$467K | 0.72% | 38 |
|
|
2025
Q1 | $938K | Sell |
4,921
-503
| -9% | -$95.9K | 0.54% | 44 |
|
|
2024
Q4 | $1.04M | Buy |
+5,424
| New | +$1.04M | 0.61% | 37 |
|
|
2024
Q3 | – | Sell |
-9,382
| Closed | -$1.71M | – | 89 |
|
|
2024
Q2 | $1.71M | Buy |
9,382
+247
| +3% | +$45K | 1.17% | 21 |
|
|
2024
Q1 | $1.71M | Buy |
+9,135
| New | +$1.71M | 1.28% | 18 |
|