Robinson Smith Wealth Advisors’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 | $525K | Hold |
2,689
| – | – | 0.42% | 44 |
|
|
2025
Q1 | $512K | Hold |
2,689
| – | – | 0.43% | 46 |
|
|
2024
Q4 | $513K | Hold |
2,689
| – | – | 0.44% | 45 |
|
|
2024
Q3 | $530K | Hold |
2,689
| – | – | 0.45% | 47 |
|
|
2024
Q2 | $489K | Hold |
2,689
| – | – | 0.43% | 48 |
|
|
2024
Q1 | $502K | Hold |
2,689
| – | – | 0.48% | 47 |
|
|
2023
Q4 | $468K | Buy |
+2,689
| New | +$468K | 0.46% | 47 |
|