Paradigm Strategies in Wealth Management’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 | $326K | Sell |
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|
2025
Q2 | $328K | Hold |
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|
2025
Q1 | $320K | Hold |
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|
2024
Q4 | $321K | Sell |
|
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|
2024
Q3 | $341K | Hold |
|
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|
2024
Q2 | $315K | Hold |
|
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|
2024
Q1 | $323K | Hold |
|
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|
2023
Q4 | $301K | Sell |
|
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|
2023
Q3 | $305K | Hold |
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|
2023
Q2 | $319K | Hold |
|
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|
2023
Q1 | $301K | Hold |
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|
2022
Q4 | $288K | Hold |
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|
2022
Q3 | $255K | Hold |
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|
2022
Q2 | $272K | Hold |
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|
2022
Q1 | $309K | Hold |
|
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|
2021
Q4 | $310K | Sell |
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|
2021
Q3 | $339K | Hold |
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|
2021
Q2 | $344K | Buy |
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|
2021
Q1 | $280K | Buy |
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