Plan Group Financial’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Sell |
1,176
-52
| -4% | -$10.2K | 0.08% | 143 |
|
|
2025
Q1 | $234K | Sell |
1,228
-1,347
| -52% | -$257K | 0.08% | 129 |
|
|
2024
Q4 | $492K | Buy |
2,575
+26
| +1% | +$4.96K | 0.26% | 69 |
|
|
2024
Q3 | $503K | Sell |
2,549
-3,105
| -55% | -$612K | 0.27% | 67 |
|
|
2024
Q2 | $1.03M | Sell |
5,654
-3,828
| -40% | -$697K | 0.63% | 31 |
|
|
2024
Q1 | $1.77M | Buy |
9,482
+8,326
| +720% | +$1.56M | 1.16% | 21 |
|
|
2023
Q4 | $201K | Buy |
+1,156
| New | +$201K | 0.18% | 68 |
|