MONECO Advisors’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 | $381K | Buy |
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|
2025
Q1 | $338K | Sell |
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|
2024
Q4 | $342K | Buy |
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|
2024
Q3 | $347K | Hold |
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|
2024
Q2 | $320K | Hold |
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|
2024
Q1 | $329K | Sell |
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|
2023
Q4 | $333K | Buy |
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|
2023
Q3 | $248K | Hold |
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|
2023
Q2 | $260K | Sell |
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|
2023
Q1 | $286K | Buy |
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|
2022
Q4 | $273K | Buy |
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|
2022
Q3 | $242K | Sell |
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|
2022
Q2 | $260K | Buy |
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|
2022
Q1 | $292K | Buy |
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|
2021
Q4 | $290K | Buy |
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|
2021
Q3 | $235K | Buy |
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|
2021
Q2 | $208K | Sell |
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|
2021
Q1 | $220K | Buy |
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