Wealth Advisors of Tampa Bay’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 | – | Sell |
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|
2025
Q1 | $72K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $406K | Buy |
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|
2023
Q2 | $213K | Sell |
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|
2023
Q1 | $243K | Hold |
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|
2022
Q4 | $232K | Sell |
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|
2022
Q3 | $223K | Sell |
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|
2022
Q2 | $477K | Sell |
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|
2022
Q1 | $546K | Hold |
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|
2021
Q4 | $549K | Buy |
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|
2021
Q3 | $255K | Hold |
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|
2021
Q2 | $259K | Buy |
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|
2021
Q1 | $208K | Buy |
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