Vertex Planning Partners’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 | $7.84M | Buy |
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|
2025
Q1 | $7.35M | Buy |
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|
2024
Q4 | $5.09M | Buy |
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|
2024
Q3 | $5.17M | Buy |
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|
2024
Q2 | $4.56M | Buy |
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|
2024
Q1 | $3.74M | Buy |
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|
2023
Q4 | $237K | Hold |
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|
2023
Q3 | $209K | Hold |
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|
2023
Q2 | $219K | Hold |
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|
2023
Q1 | $207K | Sell |
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|
2022
Q4 | $258K | Buy |
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