U.S. Capital Wealth 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 | $1.12M | Sell |
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|
2025
Q2 | $1.41M | Buy |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $2.89M | Buy |
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|
2024
Q3 | $2.9M | Sell |
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|
2024
Q2 | $2.95M | Buy |
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|
2024
Q1 | $942K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $220K | Sell |
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|
2022
Q3 | $225K | Sell |
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|
2022
Q2 | $260K | Buy |
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