Oliver Lagore Vanvalin Investment Group’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 | $431K | Buy |
+2,264
| New | +$431K | 0.17% | 99 |
|
|
2024
Q4 | $310K | Buy |
1,625
+21
| +1% | +$4.01K | 0.08% | 104 |
|
|
2024
Q3 | $316K | Sell |
1,604
-138
| -8% | -$27.2K | 0.08% | 100 |
|
|
2024
Q2 | $317K | Sell |
1,742
-95
| -5% | -$17.3K | 0.09% | 95 |
|
|
2024
Q1 | $343K | Buy |
1,837
+1,835
| +91,750% | +$343K | 0.1% | 98 |
|
|
2023
Q4 | $430 | Hold |
2
| – | – | ﹤0.01% | 683 |
|
|
2023
Q3 | $377 | Hold |
2
| – | – | ﹤0.01% | 762 |
|
|
2023
Q2 | $395 | Sell |
2
-25
| -93% | -$4.94K | ﹤0.01% | 726 |
|
|
2023
Q1 | $4.09K | Sell |
27
-192
| -88% | -$29.1K | ﹤0.01% | 511 |
|
|
2022
Q4 | $31.8K | Buy |
219
+125
| +133% | +$18.1K | 0.02% | 217 |
|
|
2022
Q3 | $12K | Sell |
94
-5,502
| -98% | -$702K | 0.01% | 314 |
|
|
2022
Q2 | $769K | Sell |
5,596
-2,361
| -30% | -$324K | 0.45% | 35 |
|
|
2022
Q1 | $1.24M | Buy |
+7,957
| New | +$1.24M | 0.83% | 23 |
|