O'Connor Financial 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
Q3 | $4.06M | Sell |
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|
2025
Q2 | $3.96M | Sell |
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|
2025
Q1 | $3.99M | Sell |
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|
2024
Q4 | $4.73M | Sell |
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|
2024
Q3 | $5.11M | Sell |
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|
2024
Q2 | $4.93M | Sell |
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|
2024
Q1 | $5.14M | Sell |
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|
2023
Q4 | $5.63M | Sell |
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|
2023
Q3 | $5.34M | Sell |
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|
2023
Q2 | $5.64M | Buy |
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|
2023
Q1 | $5.11M | Buy |
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