Strategic Family Wealth Counselors’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
Q2 | $910K | Buy |
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|
2025
Q1 | $416K | Sell |
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|
2024
Q4 | $418K | Buy |
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|
2024
Q3 | $280K | Sell |
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|
2024
Q2 | $353K | Hold |
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|
2024
Q1 | $363K | Hold |
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|
2023
Q4 | $338K | Buy |
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|
2023
Q3 | $294K | Buy |
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|
2023
Q2 | $294K | Hold |
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|
2023
Q1 | $276K | Sell |
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|
2022
Q4 | $640K | Hold |
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|
2022
Q3 | $567K | Buy |
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|
2022
Q2 | $589K | Buy |
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|
2022
Q1 | $550K | Buy |
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|
2021
Q4 | $516K | Hold |
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|
2021
Q3 | $479K | Hold |
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|
2021
Q2 | $486K | Hold |
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|
2021
Q1 | $465K | Hold |
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|
2020
Q4 | $422K | Buy |
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|
2020
Q3 | $346K | Hold |
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|
2020
Q2 | $333K | Buy |
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|
2020
Q1 | $250K | Buy |
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