Priebe Wealth Holdings’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 | $400K | Sell |
2,045
-462
| -18% | -$90.3K | 0.35% | 41 |
|
|
2025
Q1 | $478K | Sell |
2,507
-652
| -21% | -$124K | 0.3% | 41 |
|
|
2024
Q4 | $603K | Sell |
3,159
-50
| -2% | -$9.54K | 0.41% | 33 |
|
|
2024
Q3 | $633K | Sell |
3,209
-298
| -8% | -$58.8K | 0.46% | 31 |
|
|
2024
Q2 | $638K | Sell |
3,507
-78
| -2% | -$14.2K | 0.51% | 27 |
|
|
2024
Q1 | $670K | Sell |
3,585
-193
| -5% | -$36.1K | 0.52% | 24 |
|
|
2023
Q4 | $657K | Buy |
+3,778
| New | +$657K | 0.54% | 27 |
|