Wealth Dimensions Group’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 | $2.4M | Buy |
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|
2025
Q2 | $2.24M | Buy |
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|
2025
Q1 | $2.13M | Sell |
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|
2024
Q4 | $2.17M | Sell |
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|
2024
Q3 | $2.26M | Sell |
|
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|
2024
Q2 | $2.1M | Sell |
|
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|
2024
Q1 | $2.17M | Sell |
|
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|
2023
Q4 | $2.02M | Sell |
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|
2023
Q3 | $1.8M | Buy |
|
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|
2023
Q2 | $1.88M | Sell |
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|
2023
Q1 | $1.82M | Buy |
|
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|
2022
Q4 | $1.73M | Sell |
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|
2022
Q3 | $1.67M | Sell |
|
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|
2022
Q2 | $1.79M | Sell |
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|
2022
Q1 | $2.1M | Sell |
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|
2021
Q4 | $2.13M | Sell |
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|
2021
Q3 | $2.02M | Sell |
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|
2021
Q2 | $2.07M | Sell |
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|
2021
Q1 | $2.04M | Sell |
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|
2020
Q4 | $1.86M | Buy |
|