Resurgent Financial 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 | $1.12M | Buy |
|
|||||
|
2025
Q1 | $1.03M | Buy |
|
|||||
|
2024
Q4 | $743K | Sell |
|
|||||
|
2024
Q3 | $948K | Buy |
|
|||||
|
2024
Q2 | $852K | Buy |
|
|||||
|
2024
Q1 | $850K | Buy |
|
|||||
|
2023
Q4 | $308K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $1.58M | Sell |
|
|||||
|
2022
Q3 | $1.41M | Buy |
|
|||||
|
2022
Q2 | $1.49M | Buy |
|