Oliver Lagore Vanvalin Investment 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
Q2 | $431K | Buy |
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|
2024
Q4 | $310K | Buy |
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|
2024
Q3 | $316K | Sell |
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|
2024
Q2 | $317K | Sell |
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|
2024
Q1 | $343K | Buy |
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|
2023
Q4 | $430 | Hold |
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|
2023
Q3 | $377 | Hold |
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|
2023
Q2 | $395 | Sell |
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|
2023
Q1 | $4.09K | Sell |
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|
2022
Q4 | $31.8K | Buy |
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|
2022
Q3 | $12K | Sell |
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|
2022
Q2 | $769K | Sell |
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|
2022
Q1 | $1.24M | Buy |
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