Planning Center Inc’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 | – | Sell |
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|
2025
Q1 | $240K | Buy |
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|
2024
Q4 | $232K | Sell |
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|
2024
Q3 | $443K | Sell |
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|
2024
Q2 | $428K | Sell |
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|
2024
Q1 | $452K | Sell |
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|
2023
Q4 | $1.02M | Hold |
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|
2023
Q3 | $903K | Sell |
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|
2023
Q2 | $1.05M | Hold |
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|
2023
Q1 | $990K | Hold |
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|
2022
Q4 | $941K | Hold |
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|
2022
Q3 | $845K | Hold |
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|
2022
Q2 | $895K | Hold |
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|
2022
Q1 | $1.01M | Hold |
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|
2021
Q4 | $1.01M | Buy |
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