RFG Advisory’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 | $1.26M | Sell |
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|
2025
Q1 | $2.78M | Sell |
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|
2024
Q4 | $4.62M | Sell |
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|
2024
Q3 | $5.16M | Sell |
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|
2024
Q2 | $5.57M | Buy |
|
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|
2024
Q1 | $5.65M | Buy |
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|
2023
Q4 | $1.75M | Sell |
|
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|
2023
Q3 | $1.71M | Buy |
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|
2023
Q2 | $1.63M | Buy |
|
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|
2023
Q1 | $1.35M | Buy |
|
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|
2022
Q4 | $1.32M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $708K | Sell |
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|
2018
Q3 | $1.18M | Buy |
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|
2018
Q2 | $636K | Buy |
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