Strategies 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
Q2 | $2.15M | Sell |
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|
2025
Q1 | $2.3M | Sell |
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|
2024
Q4 | $2.36M | Sell |
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|
2024
Q3 | $2.6M | Sell |
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|
2024
Q2 | $2.48M | Buy |
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|
2024
Q1 | $2.41M | Buy |
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|
2023
Q4 | $2.21M | Sell |
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|
2023
Q3 | $1.96M | Sell |
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|
2023
Q2 | $2.1M | Buy |
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|
2023
Q1 | $1.98M | Buy |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q2 | $777K | Sell |
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|
2022
Q1 | $971K | Sell |
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|
2021
Q4 | $988K | Buy |
|