Wealth Advisory Solutions’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 | $3.97M | Sell |
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|
2025
Q1 | $3.88M | Buy |
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|
2024
Q4 | $3.84M | Buy |
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|
2024
Q3 | $3.93M | Sell |
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|
2024
Q2 | $3.65M | Sell |
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|
2024
Q1 | $3.79M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $3.18M | Buy |
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|
2023
Q2 | $2.95M | Sell |
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|
2023
Q1 | $2.89M | Sell |
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|
2022
Q4 | $2.83M | Sell |
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|
2022
Q3 | $2.54M | Sell |
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|
2022
Q2 | $9M | Buy |
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|
2022
Q1 | $9.88M | Buy |
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|
2021
Q3 | $7.04M | Buy |
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|
2021
Q2 | $6.64M | Buy |
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|
2021
Q1 | $6K | Buy |
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|
2020
Q4 | $4.59M | Buy |
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