Strategic Wealth Partners’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.2K | Buy |
+339
| New | +$66.2K | 0.01% | 447 |
|
|
2019
Q3 | – | Sell |
-85
| Closed | -$9K | – | 750 |
|
|
2019
Q2 | $9K | Sell |
85
-394
| -82% | -$41.7K | ﹤0.01% | 568 |
|
|
2019
Q1 | $55K | Hold |
479
| – | – | 0.03% | 230 |
|
|
2018
Q4 | $50K | Buy |
479
+304
| +174% | +$31.7K | 0.03% | 230 |
|
|
2018
Q3 | $20K | Hold |
175
| – | – | 0.01% | 336 |
|
|
2018
Q2 | $19K | Hold |
175
| – | – | 0.01% | 419 |
|
|
2018
Q1 | $19K | Hold |
175
| – | – | 0.01% | 378 |
|
|
2017
Q4 | $20K | Buy |
+175
| New | +$20K | 0.01% | 353 |
|