Newbridge Financial Services Group’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
Q4 | $1.27K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $12K | Sell |
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|
2023
Q4 | $12.7K | Buy |
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|
2023
Q3 | $11.1K | Hold |
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|
2023
Q2 | $11.6K | Sell |
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|
2023
Q1 | $37K | Buy |
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|
2022
Q4 | $35.2K | Sell |
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|
2022
Q3 | $70K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $15K | Hold |
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|
2020
Q4 | $14K | Buy |
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|
2020
Q3 | $12K | Buy |
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