Soundmark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $7.78M | Buy |
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|
2023
Q4 | $7.24M | Buy |
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|
2023
Q3 | $6.4M | Hold |
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|
2023
Q2 | $6.71M | Sell |
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|
2023
Q1 | $6.44M | Sell |
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|
2022
Q4 | $6.3M | Buy |
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|
2022
Q3 | $5.58M | Sell |
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|
2022
Q2 | $5.97M | Buy |
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|
2022
Q1 | $6.76M | Buy |
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|
2021
Q4 | $6.8M | Sell |
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|
2021
Q3 | $6.34M | Sell |
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|
2021
Q2 | $6.41M | Buy |
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|
2021
Q1 | $6.16M | Hold |
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|
2020
Q4 | $5.58M | Buy |
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