Ruedi Wealth Management’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 | – | Sell |
-90
| Closed | -$17.2K | – | 189 |
|
|
2025
Q1 | $17.2K | Hold |
90
| – | – | 0.01% | 135 |
|
|
2024
Q4 | $17.2K | Hold |
90
| – | – | 0.01% | 133 |
|
|
2024
Q3 | $17.7K | Hold |
90
| – | – | 0.01% | 136 |
|
|
2024
Q2 | $16.4K | Hold |
90
| – | – | 0.01% | 141 |
|
|
2024
Q1 | $16.8K | Hold |
90
| – | – | 0.01% | 133 |
|
|
2023
Q4 | $15.7K | Buy |
+90
| New | +$15.7K | 0.01% | 119 |
|