Raab & Moskowitz Asset 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
Q2
$218K Hold
2025
Q1
$212K Hold
2024
Q4
$213K Hold
2024
Q3
$220K Hold
2024
Q2
$203K Buy
2020
Q1
Sell
2019
Q4
$73K Buy
2018
Q4
Sell
2018
Q3
$98K Buy