Provenance Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $998K | Hold |
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|
2025
Q4 | $1M | Hold |
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|
2025
Q3 | $976K | Sell |
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|
2025
Q2 | $927K | Sell |
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|
2025
Q1 | $908K | Sell |
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|
2024
Q4 | $912K | Sell |
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|
2024
Q3 | $942K | Sell |
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|
2024
Q2 | $871K | Sell |
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|
2024
Q1 | $904K | Sell |
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|
2023
Q4 | $842K | Sell |
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|
2023
Q3 | $745K | Buy |
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