Oxler Private Wealth’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 | $607K | Buy |
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|
2025
Q2 | $572K | Sell |
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|
2025
Q1 | $584K | Buy |
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|
2024
Q4 | $583K | Buy |
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|
2024
Q3 | $600K | Buy |
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|
2024
Q2 | $551K | Buy |
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|
2024
Q1 | $564K | Buy |
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|
2023
Q4 | $523K | Buy |
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|
2023
Q3 | $460K | Sell |
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|
2023
Q2 | $481K | Buy |
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|
2023
Q1 | $452K | Buy |
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|
2022
Q4 | $431K | Buy |
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|
2022
Q3 | $402K | Buy |
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|
2022
Q2 | $405K | Buy |
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|
2022
Q1 | $456K | Buy |
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|
2021
Q4 | $456K | Buy |
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|
2021
Q3 | $422K | Hold |
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|
2021
Q2 | $428K | Buy |
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|
2021
Q1 | $390K | Buy |
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|
2020
Q4 | $262K | Buy |
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