Total Clarity Wealth Management’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 | $204K | Buy |
+1,044
| New | +$204K | 0.06% | 273 |
|
|
2024
Q4 | – | Sell |
-1,044
| Closed | -$206K | – | 281 |
|
|
2024
Q3 | $206K | Buy |
+1,044
| New | +$206K | 0.07% | 242 |
|
|
2024
Q2 | – | Sell |
-1,245
| Closed | -$233K | – | 270 |
|
|
2024
Q1 | $233K | Buy |
+1,245
| New | +$233K | 0.08% | 236 |
|
|
2022
Q3 | – | Sell |
-742
| Closed | -$102K | – | 602 |
|
|
2022
Q2 | $102K | Buy |
+742
| New | +$102K | 0.05% | 315 |
|
|
2022
Q1 | – | Sell |
-613
| Closed | -$96K | – | 559 |
|
|
2021
Q4 | $96K | Buy |
613
+156
| +34% | +$24.4K | 0.04% | 321 |
|
|
2021
Q3 | $66K | Buy |
+457
| New | +$66K | 0.03% | 364 |
|