Single Point 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
$268K Hold
2025
Q2
$254K Hold
2025
Q1
$248K Hold
2024
Q4
$248K Buy
2024
Q2
Sell
2024
Q1
$243K Hold
2023
Q4
$226K Hold
2023
Q3
$201K Buy
2022
Q2
Sell
2022
Q1
$433K Buy
2021
Q4
$203K Buy