PFA
Professional Financial Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
6,435
+397
| +7% | +$77.6K | 0.29% | 58 |
|
|
2025
Q1 | $1.15M | Buy |
6,038
+332
| +6% | +$63.3K | 0.29% | 57 |
|
|
2024
Q4 | $1.09M | Buy |
5,706
+467
| +9% | +$89.1K | 0.28% | 57 |
|
|
2024
Q3 | $1.03M | Buy |
5,239
+222
| +4% | +$43.8K | 0.27% | 60 |
|
|
2024
Q2 | $913K | Sell |
5,017
-36
| -0.7% | -$6.55K | 0.25% | 61 |
|
|
2024
Q1 | $944K | Buy |
5,053
+434
| +9% | +$81.1K | 0.27% | 60 |
|
|
2023
Q4 | $803K | Buy |
4,619
+240
| +5% | +$41.7K | 0.27% | 58 |
|
|
2023
Q3 | $674K | Sell |
4,379
-46
| -1% | -$7.08K | 0.3% | 59 |
|
|
2023
Q2 | $713K | Buy |
+4,425
| New | +$713K | 0.37% | 47 |
|
|
2023
Q1 | – | Sell |
-8,318
| Closed | -$1.21M | – | 71 |
|
|
2022
Q4 | $1.21M | Buy |
+8,318
| New | +$1.21M | 0.82% | 23 |
|
|
2022
Q3 | – | Sell |
-8,653
| Closed | -$1.19M | – | 493 |
|
|
2022
Q2 | $1.19M | Buy |
+8,653
| New | +$1.19M | 0.66% | 31 |
|