Security National Bank’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 | $111K | Hold |
569
| – | – | 0.02% | 161 |
|
|
2025
Q1 | $108K | Hold |
569
| – | – | 0.02% | 161 |
|
|
2024
Q4 | $109K | Hold |
569
| – | – | 0.02% | 153 |
|
|
2024
Q3 | $112K | Hold |
569
| – | – | 0.02% | 144 |
|
|
2024
Q2 | $104K | Sell |
569
-81
| -12% | -$14.7K | 0.02% | 144 |
|
|
2024
Q1 | $121K | Hold |
650
| – | – | 0.02% | 133 |
|
|
2023
Q4 | $113K | Buy |
+650
| New | +$113K | 0.03% | 137 |
|