Pacific Capital Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-35
| Closed | -$6.68K | – | 222 |
|
|
2024
Q4 | $6.68K | Hold |
35
| – | – | ﹤0.01% | 301 |
|
|
2024
Q3 | $6.9K | Hold |
35
| – | – | ﹤0.01% | 329 |
|
|
2024
Q2 | $6.37K | Hold |
35
| – | – | ﹤0.01% | 359 |
|
|
2024
Q1 | $6.54K | Hold |
35
| – | – | ﹤0.01% | 271 |
|
|
2023
Q4 | $6.09K | Buy |
+35
| New | +$6.09K | ﹤0.01% | 241 |
|