Provident Wealth Management’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 | $176K | Hold |
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|
2025
Q2 | $166K | Hold |
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|
2025
Q1 | $162K | Hold |
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|
2024
Q4 | $163K | Hold |
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|
2024
Q3 | $168K | Hold |
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|
2024
Q2 | $155K | Hold |
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|
2024
Q1 | $159K | Hold |
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|
2023
Q4 | $148K | Hold |
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|
2023
Q3 | $131K | Hold |
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|
2023
Q2 | $137K | Hold |
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|
2023
Q1 | $129K | Hold |
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|
2022
Q4 | $124K | Hold |
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|
2022
Q3 | $109K | Hold |
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|
2022
Q2 | $117K | Sell |
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|
2022
Q1 | $194K | Buy |
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|
2021
Q4 | $133K | Hold |
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|
2021
Q3 | $124K | Hold |
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|
2021
Q2 | $126K | Sell |
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|
2021
Q1 | $143K | Sell |
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|
2020
Q4 | $217K | Sell |
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|
2020
Q3 | $206K | Buy |
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|
2020
Q2 | $107K | Buy |
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