Ridgewood Investments’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3K | Hold |
109
| – | – | 0.01% | 429 |
|
|
2025
Q1 | $20.8K | Hold |
109
| – | – | 0.01% | 424 |
|
|
2024
Q4 | $20.8K | Hold |
109
| – | – | 0.01% | 412 |
|
|
2024
Q3 | $21.5K | Hold |
109
| – | – | 0.01% | 416 |
|
|
2024
Q2 | $19.8K | Buy |
+109
| New | +$19.8K | 0.01% | 439 |
|
|
2023
Q3 | – | Sell |
-109
| Closed | -$17.6K | – | 461 |
|
|
2023
Q2 | $17.6K | Hold |
109
| – | – | 0.01% | 453 |
|
|
2023
Q1 | $16.5K | Buy |
+109
| New | +$16.5K | 0.01% | 470 |
|