True Link Financial Advisors’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 | $416K | Sell |
2,128
-954
| -31% | -$186K | 0.03% | 57 |
|
|
2025
Q1 | $587K | Buy |
+3,082
| New | +$587K | 0.04% | 48 |
|
|
2022
Q1 | – | Sell |
-349
| Closed | -$55K | – | 200 |
|
|
2021
Q4 | $55K | Hold |
349
| – | – | 0.01% | 455 |
|
|
2021
Q3 | $51K | Hold |
349
| – | – | 0.01% | 475 |
|
|
2021
Q2 | $52K | Hold |
349
| – | – | 0.01% | 424 |
|
|
2021
Q1 | $49K | Hold |
349
| – | – | 0.01% | 510 |
|
|
2020
Q4 | $45K | Buy |
+349
| New | +$45K | 0.01% | 555 |
|