Planned Solutions’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 | $248K | Sell |
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|
2025
Q1 | $298K | Buy |
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|
2024
Q4 | $242K | Hold |
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|
2024
Q3 | $250K | Hold |
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|
2024
Q2 | $231K | Hold |
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|
2024
Q1 | $237K | Hold |
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|
2023
Q4 | $220K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $204K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $605K | Buy |
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|
2021
Q2 | $570K | Buy |
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|
2021
Q1 | $450K | Hold |
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|
2020
Q4 | $407K | Sell |
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|
2020
Q3 | $384K | Buy |
|