ShoreHaven Wealth Partners’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $386K | Hold |
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|
2025
Q2 | $365K | Hold |
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|
2025
Q1 | $356K | Hold |
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|
2024
Q4 | $356K | Hold |
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|
2024
Q3 | $368K | Sell |
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|
2024
Q2 | $340K | Sell |
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|
2024
Q1 | $351K | Hold |
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|
2023
Q4 | $327K | Hold |
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|
2023
Q3 | $289K | Hold |
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|
2023
Q2 | $303K | Sell |
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|
2023
Q1 | $295K | Sell |
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|
2022
Q4 | $380K | Sell |
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|
2022
Q3 | $372K | Sell |
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|
2022
Q2 | $852K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $264K | Sell |
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|
2020
Q4 | $350K | Buy |
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