Richard W. Paul & Associates’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
Q1
Sell
2024
Q4
$3.25K Hold
2024
Q3
$3.35K Hold
2024
Q2
$3.09K Hold
2024
Q1
$3.18K Hold
2023
Q4
$2.96K Hold
2023
Q3
$2.62K Hold
2023
Q2
$2.74K Hold
2023
Q1
$2.58K Hold
2022
Q4
$2.47K Buy