Ridgewood Investments’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
$21.3K Hold
2025
Q1
$20.8K Hold
2024
Q4
$20.8K Hold
2024
Q3
$21.5K Hold
2024
Q2
$19.8K Buy
2023
Q3
Sell
2023
Q2
$17.6K Hold
2023
Q1
$16.5K Buy