Rise 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
Q3 | $53K | Buy |
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|
2025
Q2 | $49.9K | Buy |
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|
2025
Q1 | $48.5K | Buy |
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|
2024
Q4 | $48.4K | Buy |
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|
2024
Q3 | $49.7K | Buy |
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|
2024
Q2 | $45.6K | Buy |
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|
2024
Q1 | $46.6K | Buy |
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|
2023
Q4 | $43.1K | Buy |
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|
2023
Q3 | $37.8K | Sell |
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|
2023
Q2 | $70.5K | Buy |
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|
2023
Q1 | $66.2K | Buy |
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|
2022
Q4 | $62.9K | Buy |
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|
2022
Q3 | $55K | Buy |
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|
2022
Q2 | $59K | Buy |
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|
2022
Q1 | $37K | Buy |
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|
2021
Q4 | $37.4K | Buy |
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