Private Wealth Management Group’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 | $1.34M | Hold |
6,839
| – | – | 0.44% | 30 |
|
|
2025
Q1 | $1.3M | Sell |
6,839
-400
| -6% | -$76.2K | 0.48% | 30 |
|
|
2024
Q4 | $1.38M | Sell |
7,239
-10
| -0.1% | -$1.91K | 0.53% | 27 |
|
|
2024
Q3 | $1.43M | Hold |
7,249
| – | – | 0.56% | 26 |
|
|
2024
Q2 | $1.32M | Hold |
7,249
| – | – | 0.57% | 26 |
|
|
2024
Q1 | $1.35M | Sell |
7,249
-400
| -5% | -$74.7K | 0.61% | 24 |
|
|
2023
Q4 | $1.33M | Buy |
+7,649
| New | +$1.33M | 0.65% | 24 |
|