Watershed Private Wealth’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
Q3 | $804K | Sell |
|
|||||
|
2025
Q2 | $769K | Sell |
|
|||||
|
2025
Q1 | $779K | Buy |
|
|||||
|
2024
Q4 | $661K | Sell |
|
|||||
|
2024
Q3 | $904K | Sell |
|
|||||
|
2024
Q2 | $966K | Sell |
|
|||||
|
2024
Q1 | $1.31M | Sell |
|
|||||
|
2023
Q4 | $6.79M | Buy |
|
|||||
|
2023
Q3 | $5.81M | Sell |
|
|||||
|
2023
Q2 | $6.15M | Sell |
|
|||||
|
2023
Q1 | $6.05M | Buy |
|
|||||
|
2022
Q4 | $5.71M | Buy |
|