Paladin Advisory Group’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
Q2 | $59K | Hold |
302
| – | – | 0.05% | 134 |
|
|
2025
Q1 | $57.6K | Hold |
302
| – | – | 0.05% | 140 |
|
|
2024
Q4 | $57.6K | Hold |
302
| – | – | 0.04% | 144 |
|
|
2024
Q3 | $59.5K | Hold |
302
| – | – | 0.04% | 141 |
|
|
2024
Q2 | $54.7K | Hold |
302
| – | – | 0.04% | 143 |
|
|
2024
Q1 | $56.1K | Hold |
302
| – | – | 0.04% | 136 |
|
|
2023
Q4 | $52.5K | Hold |
302
| – | – | 0.04% | 139 |
|
|
2023
Q3 | $46.5K | Buy |
+302
| New | +$46.5K | 0.04% | 153 |
|