Red Tortoise LLC’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
Q3 | $22.9K | Buy |
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|
2025
Q2 | $21.6K | Hold |
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2025
Q1 | $21K | Hold |
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|
2024
Q4 | $21K | Hold |
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|
2024
Q3 | $21.7K | Hold |
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|
2024
Q2 | $20K | Sell |
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|
2024
Q1 | $26.7K | Buy |
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|
2023
Q4 | $19.1K | Hold |
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|
2023
Q3 | $16.9K | Hold |
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|
2023
Q2 | $17.7K | Hold |
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|
2023
Q1 | $16.7K | Hold |
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|
2022
Q4 | $16K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $14K | Buy |
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