United Advisor Group’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 | $1.83M | Buy |
9,379
+298
| +3% | +$58.2K | 0.32% | 85 |
|
|
2025
Q1 | $1.73M | Buy |
9,081
+461
| +5% | +$87.9K | 0.35% | 74 |
|
|
2024
Q4 | $1.65M | Sell |
8,620
-66
| -0.8% | -$12.6K | 0.33% | 74 |
|
|
2024
Q3 | $1.71M | Sell |
8,686
-211
| -2% | -$41.6K | 0.39% | 66 |
|
|
2024
Q2 | $1.62M | Sell |
8,897
-333
| -4% | -$60.6K | 0.5% | 58 |
|
|
2024
Q1 | $1.72M | Buy |
9,230
+7,746
| +522% | +$1.45M | 0.65% | 50 |
|
|
2023
Q4 | $258K | Buy |
+1,484
| New | +$258K | 0.31% | 45 |
|