SOA Wealth Advisors’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 | $1.39M | Sell |
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|
2025
Q2 | $1.35M | Buy |
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|
2025
Q1 | $1.31M | Sell |
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|
2024
Q4 | $1.34M | Sell |
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|
2024
Q3 | $1.44M | Buy |
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|
2024
Q2 | $1.33M | Buy |
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|
2024
Q1 | $1.36M | Sell |
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|
2023
Q4 | $1.33M | Hold |
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|
2023
Q3 | $1.18M | Buy |
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|
2023
Q2 | $1.18M | Hold |
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|
2023
Q1 | $1.11M | Hold |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $777K | Hold |
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|
2022
Q2 | $831K | Hold |
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|
2022
Q1 | $941K | Hold |
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|
2021
Q4 | $947K | Hold |
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|
2021
Q3 | $879K | Hold |
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|
2021
Q2 | $892K | Hold |
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|
2021
Q1 | $854K | Hold |
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|
2020
Q4 | $805K | Buy |
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