WESPAC Advisors’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 | $1.02M | Buy |
+5,209
| New | +$1.02M | 0.71% | 45 |
|
|
2025
Q1 | – | Sell |
-1,550
| Closed | -$296K | – | 174 |
|
|
2024
Q4 | $296K | Buy |
+1,550
| New | +$296K | 0.22% | 139 |
|
|
2024
Q2 | – | Sell |
-1,510
| Closed | -$282K | – | 169 |
|
|
2024
Q1 | $282K | Buy |
+1,510
| New | +$282K | 0.16% | 143 |
|