SYM Financial Corp’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 | $262K | Hold |
1,340
| – | – | 0.03% | 243 |
|
|
2025
Q1 | $255K | Hold |
1,340
| – | – | 0.03% | 203 |
|
|
2024
Q4 | $256K | Hold |
1,340
| – | – | 0.03% | 183 |
|
|
2024
Q3 | $264K | Sell |
1,340
-55
| -4% | -$10.8K | 0.04% | 133 |
|
|
2024
Q2 | $254K | Buy |
+1,395
| New | +$254K | 0.04% | 114 |
|
|
2023
Q4 | – | Sell |
-39
| Closed | -$6K | – | 191 |
|
|
2023
Q3 | $6K | Buy |
+39
| New | +$6K | ﹤0.01% | 166 |
|
|
2021
Q1 | – | Sell |
-27
| Closed | -$3K | – | 83 |
|
|
2020
Q4 | $3K | Hold |
27
| – | – | ﹤0.01% | 74 |
|
|
2020
Q3 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 74 |
|