RWA Wealth Partners’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 | $22.6M | Sell |
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|
2025
Q2 | $23M | Sell |
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|
2025
Q1 | $23.5M | Sell |
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|
2024
Q4 | $39.1M | Sell |
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|
2024
Q3 | $41.8M | Sell |
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|
2024
Q2 | $40M | Sell |
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|
2024
Q1 | $43.6M | Sell |
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|
2023
Q4 | $54.5M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $206K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $118K | Buy |
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|
2018
Q1 | $99K | Buy |
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