Silicon Hills Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $434K | Hold |
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|
2023
Q1 | $409K | Sell |
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|
2022
Q4 | $612K | Sell |
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|
2022
Q3 | $709K | Hold |
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|
2022
Q2 | $758K | Buy |
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|
2022
Q1 | $243K | Buy |
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|
2021
Q4 | $236K | Sell |
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|
2021
Q3 | $242K | Buy |
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|
2021
Q2 | $223K | Sell |
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|
2021
Q1 | $382K | Sell |
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|
2020
Q4 | $583K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $195 | Buy |
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