Safeguard Investment Advisory Group’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 | $287K | Sell |
1,470
-307
| -17% | -$60K | 0.07% | 107 |
|
|
2025
Q1 | $339K | Buy |
1,777
+214
| +14% | +$40.8K | 0.09% | 87 |
|
|
2024
Q4 | $298K | Buy |
1,563
+1
| +0.1% | +$191 | 0.08% | 87 |
|
|
2024
Q3 | $308K | Buy |
+1,562
| New | +$308K | 0.09% | 82 |
|
|
2021
Q1 | – | Sell |
-226
| Closed | -$28K | – | 385 |
|
|
2020
Q4 | $28K | Buy |
+226
| New | +$28K | 0.02% | 267 |
|