Scissortail 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 | $11.1M | Buy |
56,922
+2,051
| +4% | +$401K | 2.67% | 10 |
|
|
2025
Q1 | $10.5M | Buy |
54,871
+6,965
| +15% | +$1.33M | 2.69% | 10 |
|
|
2024
Q4 | $9.14M | Buy |
47,906
+47,096
| +5,814% | +$8.99M | 2.34% | 11 |
|
|
2024
Q3 | $9.19M | Sell |
810
-47,001
| -98% | -$533M | 2.22% | 10 |
|
|
2024
Q2 | $8.7M | Buy |
47,811
+332
| +0.7% | +$60.4K | 2.22% | 11 |
|
|
2024
Q1 | $8.87M | Buy |
+47,479
| New | +$8.87M | 2.34% | 10 |
|