Raab & Moskowitz Asset Management’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 | $218K | Hold |
1,114
| – | – | 0.05% | 178 |
|
|
2025
Q1 | $212K | Hold |
1,114
| – | – | 0.05% | 170 |
|
|
2024
Q4 | $213K | Hold |
1,114
| – | – | 0.05% | 166 |
|
|
2024
Q3 | $220K | Hold |
1,114
| – | – | 0.06% | 164 |
|
|
2024
Q2 | $203K | Buy |
+1,114
| New | +$203K | 0.06% | 163 |
|
|
2020
Q1 | – | Sell |
-562
| Closed | -$73K | – | 327 |
|
|
2019
Q4 | $73K | Buy |
+562
| New | +$73K | 0.03% | 216 |
|
|
2018
Q4 | – | Sell |
-848
| Closed | -$98K | – | 335 |
|
|
2018
Q3 | $98K | Buy |
+848
| New | +$98K | 0.04% | 199 |
|