True Vision MN’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 | $6.94M | Buy |
35,538
+3,022
| +9% | +$591K | 3.84% | 7 |
|
|
2025
Q1 | $6.2M | Buy |
32,516
+12,210
| +60% | +$2.33M | 3.71% | 6 |
|
|
2024
Q4 | $3.88M | Buy |
20,306
+675
| +3% | +$129K | 2.3% | 10 |
|
|
2024
Q3 | $3.87M | Buy |
19,631
+1,178
| +6% | +$232K | 2.32% | 10 |
|
|
2024
Q2 | $3.36M | Buy |
18,453
+615
| +3% | +$112K | 2.18% | 9 |
|
|
2024
Q1 | $3.21M | Buy |
+17,838
| New | +$3.21M | 2.26% | 12 |
|