Total Clarity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $218K | Hold |
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|
2025
Q3 | $212K | Sell |
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|
2025
Q2 | $204K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $206K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $233K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $102K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $96K | Buy |
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|
2021
Q3 | $66K | Buy |
|