Scarborough 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 | – | Sell |
-56,286
| Closed | -$10.7M | – | 479 |
|
|
2025
Q1 | $10.7M | Buy |
56,286
+18,561
| +49% | +$3.54M | 1.53% | 19 |
|
|
2024
Q4 | $7.2M | Buy |
37,725
+1,171
| +3% | +$224K | 1.02% | 25 |
|
|
2024
Q3 | $7.21M | Buy |
+36,554
| New | +$7.21M | 1.16% | 21 |
|
|
2024
Q1 | – | Sell |
-243
| Closed | -$42.3K | – | 547 |
|
|
2023
Q4 | $42.3K | Buy |
+243
| New | +$42.3K | 0.01% | 193 |
|