Visionary 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
Q2 | $453K | Hold |
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|
2025
Q1 | $442K | Buy |
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|
2024
Q4 | $443K | Sell |
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|
2024
Q3 | $484K | Sell |
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|
2024
Q2 | $446K | Buy |
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|
2024
Q1 | $441K | Buy |
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|
2023
Q4 | $406K | Sell |
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|
2023
Q3 | $380K | Hold |
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|
2023
Q2 | $398K | Hold |
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|
2023
Q1 | $375K | Hold |
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|
2022
Q4 | $358K | Buy |
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|
2022
Q3 | $306K | Hold |
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|
2022
Q2 | $327K | Hold |
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|
2022
Q1 | $371K | Buy |
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|
2021
Q4 | $363K | Sell |
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|
2021
Q3 | $382K | Buy |
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|
2021
Q2 | $358K | Buy |
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|
2021
Q1 | $334K | Buy |
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|
2020
Q4 | $288K | Hold |
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|
2020
Q3 | $253K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.24M | Buy |
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