Noble Family Wealth’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 | $1.03M | Hold |
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|
2025
Q2 | $977K | Hold |
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|
2025
Q1 | $953K | Hold |
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|
2024
Q4 | $953K | Hold |
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|
2024
Q3 | $986K | Hold |
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|
2024
Q2 | $910K | Hold |
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|
2024
Q1 | $934K | Hold |
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|
2023
Q4 | $869K | Hold |
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|
2023
Q3 | $769K | Hold |
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|
2023
Q2 | $806K | Hold |
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|
2023
Q1 | $759K | Buy |
|