Morris Financial Concepts’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 | $4.08M | Sell |
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|
2025
Q2 | $3.88M | Buy |
|
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|
2025
Q1 | $3.27M | Sell |
|
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|
2024
Q4 | $3.31M | Sell |
|
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|
2024
Q3 | $3.45M | Buy |
|
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|
2024
Q2 | $3.02M | Sell |
|
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|
2024
Q1 | $3.19M | Sell |
|
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|
2023
Q4 | $3.42M | Buy |
|
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|
2023
Q3 | $2.94M | Sell |
|
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|
2023
Q2 | $3.08M | Sell |
|
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|
2023
Q1 | $2.92M | Sell |
|
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|
2022
Q4 | $2.81M | Sell |
|
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|
2022
Q3 | $2.5M | Buy |
|
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|
2022
Q2 | $2.49M | Sell |
|
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|
2022
Q1 | $2.85M | Sell |
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|
2021
Q4 | $2.92M | Buy |
|