TMD Wealth Management’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
2024
Q2
$783K Hold
2024
Q1
$804K Sell
2023
Q4
$1.1M Sell
2023
Q3
$1.08M Sell
2023
Q2
$1.16M Sell
2023
Q1
$1.1M Sell
2022
Q4
$1.54M Buy