Taylor Financial Group’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 | $1.71M | Buy |
8,737
+280
| +3% | +$54.7K | 1.07% | 22 |
|
|
2025
Q1 | $1.61M | Sell |
8,457
-576
| -6% | -$110K | 1.12% | 22 |
|
|
2024
Q4 | $1.72M | Hold |
9,033
| – | – | 1.19% | 21 |
|
|
2024
Q3 | $1.78M | Buy |
9,033
+81
| +0.9% | +$16K | 1.23% | 22 |
|
|
2024
Q2 | $1.63M | Sell |
8,952
-110
| -1% | -$20K | 1.25% | 20 |
|
|
2024
Q1 | $1.69M | Buy |
9,062
+145
| +2% | +$27.1K | 1.29% | 21 |
|
|
2023
Q4 | $1.55M | Buy |
+8,917
| New | +$1.55M | 1.28% | 20 |
|