RCS Financial Planning’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 | $2.79M | Buy |
14,260
+3,402
| +31% | +$665K | 1.39% | 19 |
|
|
2025
Q1 | $2.07M | Buy |
10,858
+3,246
| +43% | +$619K | 1.09% | 23 |
|
|
2024
Q4 | $1.45M | Sell |
7,612
-214
| -3% | -$40.9K | 0.77% | 29 |
|
|
2024
Q3 | $1.54M | Buy |
7,826
+156
| +2% | +$30.8K | 0.86% | 24 |
|
|
2024
Q2 | $1.4M | Sell |
7,670
-333
| -4% | -$60.6K | 0.82% | 26 |
|
|
2024
Q1 | $1.49M | Buy |
+8,003
| New | +$1.49M | 0.92% | 28 |
|