Okabena Investment Services’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
Q2 | $469K | Hold |
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|
2025
Q1 | $457K | Hold |
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|
2024
Q4 | $458K | Hold |
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|
2024
Q3 | $473K | Hold |
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|
2024
Q2 | $437K | Hold |
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|
2024
Q1 | $448K | Hold |
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|
2023
Q4 | $417K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $308K | Hold |
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|
2022
Q2 | $330K | Hold |
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|
2022
Q1 | $374K | Hold |
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|
2021
Q4 | $376K | Buy |
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