Monograph Wealth 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 | $1.04M | Hold |
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|
2025
Q1 | $1.01M | Hold |
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|
2024
Q4 | $1.01M | Hold |
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|
2024
Q3 | $1.05M | Hold |
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|
2024
Q2 | $967K | Hold |
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|
2024
Q1 | $993K | Hold |
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|
2023
Q4 | $924K | Buy |
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|
2023
Q3 | $822K | Hold |
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|
2023
Q2 | $857K | Buy |
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|
2023
Q1 | $806K | Hold |
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|
2022
Q4 | $771K | Buy |
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|
2022
Q3 | $683K | Hold |
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|
2022
Q2 | $730K | Buy |
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|
2022
Q1 | $827K | Hold |
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|
2021
Q4 | $832K | Buy |
|