Sage Financial Management 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 | $212K | Hold |
1,084
| – | – | 0.07% | 54 |
|
|
2025
Q1 | $207K | Hold |
1,084
| – | – | 0.08% | 55 |
|
|
2024
Q4 | $207K | Hold |
1,084
| – | – | 0.08% | 53 |
|
|
2024
Q3 | $214K | Buy |
+1,084
| New | +$214K | 0.08% | 53 |
|
|
2024
Q2 | – | Sell |
-1,084
| Closed | -$203K | – | 26 |
|
|
2024
Q1 | $203K | Buy |
+1,084
| New | +$203K | 0.1% | 53 |
|