Townsend Asset 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
Q3 | $25.4K | Hold |
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|
2025
Q2 | $24K | Hold |
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|
2025
Q1 | $23.4K | Hold |
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|
2024
Q4 | $23.5K | Hold |
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|
2024
Q3 | $24.3K | Hold |
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|
2024
Q2 | $22.4K | Hold |
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|
2024
Q1 | $23K | Hold |
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|
2023
Q4 | $21.4K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.61K | Hold |
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|
2023
Q1 | $1.52K | Buy |
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