Noble Family Wealth’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 | $977K | Hold |
5,000
| – | – | 0.24% | 40 |
|
|
2025
Q1 | $953K | Hold |
5,000
| – | – | 0.26% | 38 |
|
|
2024
Q4 | $953K | Hold |
5,000
| – | – | 0.26% | 38 |
|
|
2024
Q3 | $986K | Hold |
5,000
| – | – | 0.27% | 39 |
|
|
2024
Q2 | $910K | Hold |
5,000
| – | – | 0.26% | 41 |
|
|
2024
Q1 | $934K | Hold |
5,000
| – | – | 0.27% | 41 |
|
|
2023
Q4 | $869K | Hold |
5,000
| – | – | 0.26% | 41 |
|
|
2023
Q3 | $769K | Hold |
5,000
| – | – | 0.26% | 41 |
|
|
2023
Q2 | $806K | Hold |
5,000
| – | – | 0.26% | 41 |
|
|
2023
Q1 | $759K | Buy |
+5,000
| New | +$759K | 0.26% | 41 |
|