Unionview LLC’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
2024
Q4
$325K Buy
2024
Q3
$310K Buy
2024
Q2
$286K Buy
2024
Q1
$292K Buy
2023
Q4
$271K Sell
2023
Q3
$252K Hold
2023
Q2
$264K Buy
2023
Q1
$244K Buy
2022
Q4
$232K Buy
2022
Q3
$205K Buy