Mosaic Financial Group’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 | $335K | Buy |
1,713
+6
| +0.4% | +$1.17K | 0.26% | 81 |
|
|
2025
Q1 | $325K | Buy |
1,707
+5
| +0.3% | +$952 | 0.26% | 79 |
|
|
2024
Q4 | $325K | Buy |
1,702
+7
| +0.4% | +$1.34K | 0.23% | 80 |
|
|
2024
Q3 | $334K | Sell |
1,695
-492
| -22% | -$96.9K | 0.24% | 77 |
|
|
2024
Q2 | $398K | Buy |
2,187
+6
| +0.3% | +$1.09K | 0.29% | 67 |
|
|
2024
Q1 | $408K | Buy |
+2,181
| New | +$408K | 0.33% | 63 |
|