McGlone Suttner 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
Q2 | $874K | Hold |
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|
2025
Q1 | $852K | Hold |
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|
2024
Q4 | $854K | Hold |
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|
2024
Q3 | $882K | Hold |
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|
2024
Q2 | $778K | Hold |
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|
2024
Q1 | $835K | Hold |
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|
2023
Q4 | $778K | Hold |
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|
2023
Q3 | $688K | Hold |
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|
2023
Q2 | $721K | Hold |
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|
2023
Q1 | $679K | Hold |
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|
2022
Q4 | $649K | Buy |
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