TrueFG’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 | $224K | Hold |
1,145
| – | – | 0.07% | 56 |
|
|
2025
Q1 | $218K | Sell |
1,145
-3
| -0.3% | -$572 | 0.07% | 44 |
|
|
2024
Q4 | $219K | Buy |
1,148
+3
| +0.3% | +$573 | 0.07% | 50 |
|
|
2024
Q3 | $226K | Hold |
1,145
| – | – | 0.07% | 47 |
|
|
2024
Q2 | $208K | Hold |
1,145
| – | – | 0.08% | 47 |
|
|
2024
Q1 | $214K | Buy |
+1,145
| New | +$214K | 0.08% | 46 |
|