Tyler-Stone Wealth 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
Q2 | $756K | Hold |
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|
2025
Q1 | $737K | Hold |
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|
2024
Q4 | $738K | Sell |
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|
2024
Q3 | $816K | Buy |
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|
2024
Q2 | $376K | Hold |
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|
2024
Q1 | $386K | Hold |
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|
2023
Q4 | $360K | Hold |
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|
2023
Q3 | $318K | Hold |
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|
2023
Q2 | $333K | Buy |
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|
2022
Q4 | $249K | Hold |
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|
2022
Q3 | $220K | Hold |
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|
2022
Q2 | $236K | Hold |
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|
2022
Q1 | $267K | Buy |
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|
2021
Q4 | $265K | Buy |
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