Semus Wealth Partners’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 | $903K | Buy |
4,619
+768
| +20% | +$150K | 0.59% | 40 |
|
|
2025
Q1 | $734K | Buy |
3,851
+1,158
| +43% | +$221K | 0.51% | 44 |
|
|
2024
Q4 | $514K | Buy |
2,693
+341
| +14% | +$65.1K | 0.34% | 50 |
|
|
2024
Q3 | $464K | Buy |
2,352
+524
| +29% | +$103K | 0.32% | 59 |
|
|
2024
Q2 | $333K | Buy |
1,828
+173
| +10% | +$31.5K | 0.26% | 75 |
|
|
2024
Q1 | $309K | Buy |
+1,655
| New | +$309K | 0.26% | 87 |
|