Midland Wealth Advisors’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 | $1.33M | Sell |
6,794
-554
| -8% | -$108K | 0.07% | 63 |
|
|
2025
Q1 | $1.4M | Sell |
7,348
-330
| -4% | -$62.9K | 0.08% | 62 |
|
|
2024
Q4 | $1.47M | Sell |
7,678
-51
| -0.7% | -$9.74K | 0.09% | 62 |
|
|
2024
Q3 | $1.52M | Sell |
7,729
-1,376
| -15% | -$271K | 0.09% | 68 |
|
|
2024
Q2 | $1.66M | Sell |
9,105
-1,701
| -16% | -$310K | 0.1% | 54 |
|
|
2024
Q1 | $2.02M | Sell |
10,806
-319
| -3% | -$59.6K | 0.12% | 45 |
|
|
2023
Q4 | $1.93M | Buy |
+11,125
| New | +$1.93M | 0.13% | 43 |
|