Simplicity Wealth’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 | $9.35M | Buy |
47,842
+25,994
| +119% | +$5.08M | 0.39% | 56 |
|
|
2025
Q1 | $4.16M | Buy |
+21,848
| New | +$4.16M | 0.32% | 69 |
|
|
2024
Q4 | – | Sell |
-14,830
| Closed | -$2.92M | – | 440 |
|
|
2024
Q3 | $2.92M | Sell |
14,830
-9,637
| -39% | -$1.9M | 0.27% | 84 |
|
|
2024
Q2 | $4.45M | Buy |
24,467
+1,466
| +6% | +$267K | 0.1% | 197 |
|
|
2024
Q1 | $4.3M | Buy |
+23,001
| New | +$4.3M | 0.1% | 203 |
|