WealthShield Partners’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 | $12.4M | Buy |
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|
2025
Q1 | $10.5M | Buy |
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|
2024
Q4 | $7.21M | Sell |
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|
2024
Q3 | $7.65M | Buy |
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|
2024
Q2 | $6.68M | Buy |
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|
2024
Q1 | $6.68M | Buy |
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|
2023
Q4 | $1.57M | Buy |
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|
2023
Q3 | $1.37M | Sell |
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|
2023
Q2 | $1.55M | Sell |
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|
2023
Q1 | $1.49M | Sell |
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|
2022
Q4 | $1.46M | Buy |
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|
2022
Q3 | $1.27M | Buy |
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|
2022
Q2 | $1.36M | Sell |
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|
2022
Q1 | $1.56M | Sell |
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|
2021
Q4 | $3.61M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $126K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $125K | Hold |
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|
2020
Q2 | $120K | Sell |
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|
2020
Q1 | $244K | Sell |
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|
2019
Q4 | $391K | Sell |
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|
2019
Q3 | $395K | Sell |
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|
2019
Q2 | $400K | Sell |
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|
2019
Q1 | $419K | Sell |
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|
2018
Q4 | $525K | Sell |
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|
2018
Q3 | $850K | Buy |
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|
2018
Q2 | $408K | Buy |
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|
2018
Q1 | $391K | Buy |
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|
2017
Q4 | $342K | Buy |
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