Stone Summit Wealth’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 | $514K | Sell |
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|
2025
Q2 | $499K | Sell |
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|
2025
Q1 | $487K | Hold |
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|
2024
Q4 | $488K | Sell |
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|
2024
Q3 | $505K | Sell |
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|
2024
Q2 | $466K | Hold |
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|
2024
Q1 | $478K | Hold |
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|
2023
Q4 | $445K | Buy |
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|
2023
Q3 | $386K | Hold |
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|
2023
Q2 | $405K | Hold |
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|
2023
Q1 | $381K | Hold |
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|
2022
Q4 | $364K | Hold |
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|
2022
Q3 | $322K | Hold |
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|
2022
Q2 | $346K | Hold |
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|
2022
Q1 | $393K | Buy |
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