Semmax Financial 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 | $1.07M | Buy |
5,383
+496
| +10% | +$98.6K | 0.28% | 91 |
|
|
2025
Q1 | $906K | Buy |
4,887
+1,332
| +37% | +$247K | 0.25% | 98 |
|
|
2024
Q4 | $701K | Buy |
3,555
+542
| +18% | +$107K | 0.19% | 105 |
|
|
2024
Q3 | $606K | Buy |
3,013
+204
| +7% | +$41K | 0.17% | 103 |
|
|
2024
Q2 | $525K | Buy |
2,809
+396
| +16% | +$73.9K | 0.16% | 105 |
|
|
2024
Q1 | $444K | Buy |
2,413
+1,614
| +202% | +$297K | 0.15% | 101 |
|
|
2023
Q4 | $139K | Buy |
+799
| New | +$139K | 0.05% | 117 |
|
|
2022
Q4 | $53K | Buy |
+344
| New | +$53K | 0.02% | 113 |
|