One Wealth Advisors’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 | $16.9M | Buy |
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|
2025
Q1 | $14.1M | Buy |
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|
2024
Q4 | $10.1M | Buy |
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|
2024
Q3 | $10.1M | Buy |
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|
2024
Q2 | $9.31M | Buy |
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|
2024
Q1 | $8.83M | Buy |
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|
2023
Q4 | $399K | Sell |
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|
2023
Q3 | $382K | Sell |
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|
2023
Q2 | $863K | Buy |
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|
2023
Q1 | $672K | Sell |
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|
2022
Q4 | $941K | Sell |
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|
2022
Q3 | $862K | Buy |
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|
2022
Q2 | $619K | Buy |
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|
2022
Q1 | $203K | Buy |
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