WealthGarden F.S.’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $631K | Buy |
3,204
+444
| +16% | +$87.5K | 0.52% | 60 |
|
|
2025
Q1 | $526K | Buy |
2,760
+561
| +26% | +$107K | 0.51% | 67 |
|
|
2024
Q4 | $420K | Buy |
2,199
+427
| +24% | +$81.5K | 0.39% | 78 |
|
|
2024
Q3 | $349K | Buy |
1,772
+200
| +13% | +$39.4K | 0.34% | 85 |
|
|
2024
Q2 | $286K | Buy |
+1,572
| New | +$286K | 0.3% | 90 |
|