Oak Harbor Wealth Partners’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 | $56K | Hold |
|
|||||
|
2025
Q2 | $53K | Hold |
|
|||||
|
2025
Q1 | $51.6K | Hold |
|
|||||
|
2024
Q4 | $51.7K | Hold |
|
|||||
|
2024
Q3 | $53.4K | Hold |
|
|||||
|
2024
Q2 | $49.3K | Hold |
|
|||||
|
2024
Q1 | $50.6K | Hold |
|
|||||
|
2023
Q4 | $47.1K | Hold |
|
|||||
|
2023
Q3 | $41.7K | Hold |
|
|||||
|
2023
Q2 | $43.7K | Hold |
|
|||||
|
2023
Q1 | $41.1K | Hold |
|
|||||
|
2022
Q4 | $39.3K | Hold |
|
|||||
|
2022
Q3 | $35K | Hold |
|
|||||
|
2022
Q2 | $37K | Sell |
|
|||||
|
2022
Q1 | $43K | Buy |
|
|||||
|
2021
Q4 | $42K | Buy |
|