PrairieView Partners’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 | $51K | Hold |
262
| – | – | ﹤0.01% | 188 |
|
|
2025
Q1 | $49K | Hold |
262
| – | – | 0.01% | 190 |
|
|
2024
Q4 | $50K | Hold |
262
| – | – | 0.01% | 198 |
|
|
2024
Q3 | $51K | Hold |
262
| – | – | 0.01% | 194 |
|
|
2024
Q2 | $47K | Hold |
262
| – | – | 0.01% | 211 |
|
|
2024
Q1 | $49K | Hold |
262
| – | – | 0.01% | 189 |
|
|
2023
Q4 | $46K | Hold |
262
| – | – | 0.01% | 186 |
|
|
2023
Q3 | $40K | Hold |
262
| – | – | 0.01% | 193 |
|
|
2023
Q2 | $42K | Hold |
262
| – | – | 0.01% | 208 |
|
|
2023
Q1 | $39K | Hold |
262
| – | – | 0.01% | 202 |
|
|
2022
Q4 | $38K | Hold |
262
| – | – | 0.01% | 214 |
|
|
2022
Q3 | $34K | Hold |
262
| – | – | 0.01% | 207 |
|
|
2022
Q2 | $36K | Hold |
262
| – | – | 0.01% | 221 |
|
|
2022
Q1 | $41K | Hold |
262
| – | – | 0.01% | 219 |
|
|
2021
Q4 | $41K | Hold |
262
| – | – | 0.01% | 233 |
|
|
2021
Q3 | $38K | Sell |
262
-13
| -5% | -$1.89K | 0.01% | 192 |
|
|
2021
Q2 | $41K | Hold |
275
| – | – | 0.01% | 183 |
|
|
2021
Q1 | $39K | Hold |
275
| – | – | 0.01% | 185 |
|
|
2020
Q4 | $35K | Hold |
275
| – | – | 0.01% | 180 |
|
|
2020
Q3 | $31K | Hold |
275
| – | – | 0.01% | 177 |
|
|
2020
Q2 | $30K | Hold |
275
| – | – | 0.01% | 170 |
|
|
2020
Q1 | $26K | Buy |
+275
| New | +$26K | 0.01% | 170 |
|