Seven Mile Advisory’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 | $616K | Hold |
3,151
| – | – | 0.37% | 46 |
|
|
2025
Q1 | $601K | Hold |
3,151
| – | – | 0.4% | 44 |
|
|
2024
Q4 | $601K | Hold |
3,151
| – | – | 0.38% | 47 |
|
|
2024
Q3 | $621K | Hold |
3,151
| – | – | 0.41% | 44 |
|
|
2024
Q2 | $574K | Hold |
3,151
| – | – | 0.42% | 47 |
|
|
2024
Q1 | $589K | Sell |
3,151
-10
| -0.3% | -$1.87K | 0.45% | 47 |
|
|
2023
Q4 | $550K | Hold |
3,161
| – | – | 0.48% | 48 |
|
|
2023
Q3 | $486K | Buy |
+3,161
| New | +$486K | 0.51% | 45 |
|