OA
Operose Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Sell |
12,572
-37
| -0.3% | -$7.23K | 0.69% | 22 |
|
|
2025
Q1 | $2.4M | Hold |
12,609
| – | – | 0.8% | 16 |
|
|
2024
Q4 | $2.41M | Buy |
12,609
+606
| +5% | +$116K | 0.82% | 18 |
|
|
2024
Q3 | $2.37M | Buy |
12,003
+3,424
| +40% | +$675K | 0.77% | 16 |
|
|
2024
Q2 | $1.56M | Hold |
8,579
| – | – | 0.55% | 21 |
|
|
2024
Q1 | $1.6M | Buy |
+8,579
| New | +$1.6M | 0.54% | 20 |
|