Wescott Financial Advisory 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
Q2 | $7M | Buy |
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|
2025
Q1 | $6.57M | Buy |
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|
2024
Q4 | $6.34M | Buy |
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|
2024
Q3 | $6.14M | Buy |
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|
2024
Q2 | $5.42M | Buy |
|
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|
2024
Q1 | $4.84M | Buy |
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|
2023
Q4 | $4.32M | Buy |
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|
2023
Q3 | $3.64M | Buy |
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|
2023
Q2 | $3.65M | Sell |
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|
2023
Q1 | $3.44M | Buy |
|
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|
2022
Q4 | $3.22M | Buy |
|
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|
2022
Q3 | $2.75M | Buy |
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|
2022
Q2 | $2.78M | Buy |
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|
2022
Q1 | $3M | Buy |
|
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|
2021
Q4 | $1.89M | Buy |
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|
2021
Q3 | $1.53M | Buy |
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|
2021
Q2 | $1.56M | Buy |
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|
2021
Q1 | $1.24M | Buy |
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|
2020
Q4 | $1.01M | Buy |
|