One Charles Private Wealth 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 | $278K | Sell |
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|
2025
Q1 | $434K | Hold |
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|
2024
Q4 | $435K | Hold |
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|
2024
Q3 | $449K | Hold |
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|
2024
Q2 | $414K | Hold |
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|
2024
Q1 | $425K | Hold |
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|
2023
Q4 | $396K | Hold |
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|
2023
Q3 | $350K | Hold |
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|
2023
Q2 | $367K | Sell |
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|
2023
Q1 | $369K | Hold |
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|
2022
Q4 | $352K | Hold |
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|
2022
Q3 | $312K | Buy |
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|
2022
Q2 | $317K | Buy |
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|
2022
Q1 | $355K | Hold |
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|
2021
Q4 | $357K | Hold |
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|
2021
Q3 | $331K | Buy |
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