Onyx Bridge Wealth 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
Q3 | $383K | Buy |
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|
2025
Q2 | $360K | Buy |
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|
2025
Q1 | $351K | Sell |
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|
2024
Q4 | $356K | Buy |
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|
2024
Q3 | $363K | Buy |
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|
2024
Q2 | $335K | Sell |
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|
2024
Q1 | $336K | Buy |
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|
2023
Q4 | $324K | Sell |
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|
2023
Q3 | $288K | Hold |
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|
2023
Q2 | $301K | Sell |
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|
2023
Q1 | $287K | Sell |
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|
2022
Q4 | $293K | Hold |
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|
2022
Q3 | $255K | Buy |
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|
2022
Q2 | $263K | Sell |
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|
2022
Q1 | $289K | Buy |
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|
2021
Q4 | $302K | Buy |
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|
2021
Q3 | $284K | Buy |
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