Wellspring Financial Advisors’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 | $2.35M | Buy |
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|
2025
Q1 | $2.29M | Sell |
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|
2024
Q4 | $2.34M | Buy |
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|
2024
Q3 | $2.41M | Buy |
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|
2024
Q2 | $2.22M | Buy |
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|
2024
Q1 | $2.28M | Buy |
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|
2023
Q4 | $2.12M | Buy |
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|
2023
Q3 | $1.82M | Hold |
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|
2023
Q2 | $1.91M | Sell |
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|
2023
Q1 | $1.86M | Buy |
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|
2022
Q4 | $1.77M | Buy |
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|
2022
Q3 | $1.56M | Buy |
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|
2022
Q2 | $1.67M | Hold |
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|
2022
Q1 | $1.89M | Buy |
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|
2021
Q4 | $1.9M | Buy |
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|
2021
Q3 | $1.76M | Buy |
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|
2021
Q2 | $1.78M | Buy |
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|
2021
Q1 | $1.15M | Sell |
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|
2020
Q4 | $1.54M | Sell |
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|
2020
Q3 | $1.35M | Buy |
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|
2020
Q2 | $1.3M | Buy |
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|
2020
Q1 | $1.15M | Buy |
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