Perfromance Wealth Partners’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 | $378K | Sell |
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|
2025
Q1 | $386K | Sell |
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|
2024
Q4 | $397K | Buy |
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|
2024
Q3 | $382K | Hold |
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|
2024
Q2 | $352K | Hold |
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|
2024
Q1 | $361K | Hold |
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|
2023
Q4 | $336K | Hold |
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|
2023
Q3 | $298K | Hold |
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|
2023
Q2 | $312K | Hold |
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|
2023
Q1 | $294K | Hold |
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|
2022
Q4 | $281K | Hold |
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|
2022
Q3 | $249K | Hold |
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|
2022
Q2 | $266K | Hold |
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|
2022
Q1 | $301K | Sell |
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|
2021
Q4 | $323K | Buy |
|