Pinnacle Wealth Management Advisory Group’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 | $550K | Sell |
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|
2025
Q2 | $537K | Buy |
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|
2025
Q1 | $513K | Sell |
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|
2024
Q4 | $723K | Buy |
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|
2024
Q3 | $328K | Hold |
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|
2024
Q2 | $303K | Hold |
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|
2024
Q1 | $311K | Hold |
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|
2023
Q4 | $290K | Hold |
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|
2023
Q3 | $256K | Sell |
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|
2023
Q2 | $276K | Hold |
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|
2023
Q1 | $260K | Buy |
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