TrueWealth Advisors’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 | $925K | Sell |
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|
2025
Q2 | $881K | Sell |
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|
2025
Q1 | $915K | Buy |
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|
2024
Q4 | $860K | Buy |
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|
2024
Q3 | $880K | Sell |
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|
2024
Q2 | $836K | Hold |
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|
2024
Q1 | $858K | Buy |
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|
2023
Q4 | $705K | Sell |
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|
2023
Q3 | $963K | Buy |
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|
2023
Q2 | $983K | Sell |
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|
2023
Q1 | $1.07M | Sell |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $990K | Sell |
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|
2022
Q2 | $3.67M | Buy |
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|
2022
Q1 | $3.98M | Hold |
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|
2021
Q4 | $3.98M | Buy |
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|
2021
Q3 | $3.65M | Sell |
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|
2021
Q2 | $4.12M | Buy |
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|
2021
Q1 | $3.49M | Buy |
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|
2020
Q4 | $403K | Buy |
|