Rainey & Randall 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
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|
2025
Q1 | $422K | Buy |
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|
2024
Q4 | $415K | Buy |
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|
2024
Q3 | $427K | Buy |
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|
2024
Q2 | $392K | Buy |
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|
2024
Q1 | $394K | Sell |
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|
2023
Q4 | $480K | Buy |
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|
2023
Q3 | $419K | Hold |
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|
2023
Q2 | $439K | Buy |
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|
2023
Q1 | $370K | Buy |
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|
2022
Q4 | $323K | Buy |
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|
2022
Q3 | $283K | Sell |
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|
2022
Q2 | $448K | Buy |
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|
2022
Q1 | $506K | Buy |
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|
2021
Q4 | $451K | Buy |
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|
2021
Q3 | $414K | Buy |
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|
2021
Q2 | $361K | Buy |
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|
2021
Q1 | $343K | Buy |
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|
2020
Q4 | $255K | Buy |
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|
2020
Q3 | $221K | Buy |
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