Mascoma Wealth Management’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 | $132K | Hold |
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|
2025
Q2 | $125K | Hold |
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|
2025
Q1 | $122K | Hold |
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|
2024
Q4 | $122K | Hold |
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|
2024
Q3 | $126K | Hold |
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|
2024
Q2 | $116K | Hold |
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|
2024
Q1 | $119K | Hold |
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|
2023
Q4 | $111K | Hold |
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|
2023
Q3 | $98.2K | Hold |
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|
2023
Q2 | $105K | Hold |
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|
2023
Q1 | $98.5K | Hold |
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|
2022
Q4 | $92.6K | Hold |
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|
2022
Q3 | $82K | Hold |
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|
2022
Q2 | $88K | Hold |
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|
2022
Q1 | $99K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $20K | Buy |
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