MGO One Seven’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 | $22.9M | Buy |
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|
2025
Q2 | $5.03M | Buy |
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|
2025
Q1 | $758K | Buy |
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|
2024
Q4 | $586K | Sell |
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|
2024
Q3 | $949K | Sell |
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|
2024
Q2 | $885K | Buy |
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|
2024
Q1 | $836K | Buy |
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|
2023
Q4 | $449K | Buy |
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|
2023
Q3 | $329K | Buy |
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|
2023
Q2 | $344K | Sell |
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|
2023
Q1 | $325K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $219K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $209K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $216K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $314K | Sell |
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|
2020
Q1 | $311K | Buy |
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|
2019
Q4 | $263K | Buy |
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|
2019
Q3 | $226K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $190K | Buy |
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|
2018
Q1 | $93K | Sell |
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|
2017
Q4 | $142K | Buy |
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