Quattro Financial Advisors’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 | $564K | Buy |
2,886
+1,135
| +65% | +$222K | 0.2% | 57 |
|
|
2025
Q1 | $334K | Buy |
1,751
+128
| +8% | +$24.4K | 0.11% | 67 |
|
|
2024
Q4 | $317K | Hold |
1,623
| – | – | 0.08% | 71 |
|
|
2024
Q3 | $323K | Hold |
1,623
| – | – | 0.09% | 65 |
|
|
2024
Q2 | $295K | Hold |
1,623
| – | – | 0.08% | 61 |
|
|
2024
Q1 | $303K | Buy |
+1,623
| New | +$303K | 0.09% | 66 |
|