PBMares 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 | $306K | Buy |
|
|||||
|
2025
Q2 | $289K | Sell |
|
|||||
|
2025
Q1 | $288K | Buy |
|
|||||
|
2024
Q4 | $288K | Buy |
|
|||||
|
2024
Q3 | $293K | Buy |
|
|||||
|
2024
Q2 | $270K | Buy |
|
|||||
|
2024
Q1 | $276K | Buy |
|
|||||
|
2023
Q4 | $257K | Sell |
|
|||||
|
2023
Q3 | $242K | Sell |
|
|||||
|
2023
Q2 | $255K | Buy |
|
|||||
|
2023
Q1 | $240K | Sell |
|
|||||
|
2022
Q4 | $230K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $283K | Buy |
|