Vantage Financial Partners (Illinois)’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
Q2
$237K Hold
2024
Q1
$243K Hold
2023
Q4
$226K Buy
2023
Q3
Sell
2023
Q2
$210K Buy
2022
Q2
Sell
2022
Q1
$202K Hold
2021
Q4
$204K Buy