Smartleaf Asset Management’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
10,315
+5,770
| +127% | +$1.12M | 0.18% | 119 |
|
|
2025
Q1 | $858K | Buy |
4,545
+312
| +7% | +$58.9K | 0.08% | 262 |
|
|
2024
Q4 | $807K | Buy |
4,233
+235
| +6% | +$44.8K | 0.08% | 257 |
|
|
2024
Q3 | $786K | Buy |
3,998
+265
| +7% | +$52.1K | 0.1% | 235 |
|
|
2024
Q2 | $679K | Buy |
3,733
+20
| +0.5% | +$3.64K | 0.11% | 207 |
|
|
2024
Q1 | $691K | Buy |
3,713
+32
| +0.9% | +$5.96K | 0.13% | 177 |
|
|
2023
Q4 | $641K | Buy |
+3,681
| New | +$641K | 0.17% | 131 |
|