May Barnhard Investments’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 | $2.22M | Buy |
11,352
+34
| +0.3% | +$6.65K | 1.04% | 30 |
|
|
2025
Q1 | $2.16M | Sell |
11,318
-2,435
| -18% | -$464K | 1.08% | 30 |
|
|
2024
Q4 | $2.63M | Buy |
13,753
+9
| +0.1% | +$1.72K | 1.25% | 28 |
|
|
2024
Q3 | $2.71M | Sell |
13,744
-640
| -4% | -$126K | 1.32% | 26 |
|
|
2024
Q2 | $2.62M | Buy |
14,384
+63
| +0.4% | +$11.5K | 1.35% | 28 |
|
|
2024
Q1 | $2.68M | Sell |
14,321
-379
| -3% | -$70.8K | 1.34% | 26 |
|
|
2023
Q4 | $2.56M | Buy |
+14,700
| New | +$2.56M | 1.31% | 27 |
|