Prosperity Planning’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
Q3 | $11.4M | Sell |
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|
2025
Q2 | $11.4M | Sell |
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|
2025
Q1 | $11.4M | Sell |
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|
2024
Q4 | $12.2M | Sell |
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|
2024
Q3 | $14.4M | Sell |
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|
2024
Q2 | $14.8M | Sell |
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|
2024
Q1 | $16.4M | Buy |
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|
2023
Q4 | $14.5M | Buy |
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|
2023
Q3 | $12.3M | Buy |
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|
2023
Q2 | $12.5M | Buy |
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|
2023
Q1 | $11.1M | Buy |
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|
2022
Q4 | $10.4M | Hold |
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|
2022
Q3 | $9.19M | Buy |
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|
2022
Q2 | $10.6M | Hold |
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|
2022
Q1 | $10.9M | Hold |
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|
2021
Q4 | $9.94M | Buy |
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|
2021
Q3 | $8.34M | Buy |
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|
2021
Q2 | $8.12M | Buy |
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|
2021
Q1 | $6.92M | Buy |
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|
2020
Q4 | $5.44M | Buy |
|