Partners in Financial Planning’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
Q2 | $267K | Buy |
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|
2025
Q1 | $260K | Sell |
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|
2024
Q4 | $267K | Sell |
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|
2024
Q3 | $344K | Sell |
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|
2024
Q2 | $321K | Sell |
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|
2024
Q1 | $345K | Buy |
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|
2023
Q4 | $223K | Sell |
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|
2023
Q3 | $285K | Sell |
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|
2023
Q2 | $300K | Buy |
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|
2023
Q1 | $276K | Buy |
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|
2022
Q4 | $265K | Buy |
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|
2022
Q3 | $268K | Buy |
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|
2022
Q2 | $263K | Buy |
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|
2022
Q1 | $276K | Buy |
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|
2021
Q4 | $277K | Buy |
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|
2021
Q3 | $262K | Sell |
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|
2021
Q2 | $268K | Buy |
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