West Branch Capital’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 | $265K | Hold |
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|
2025
Q1 | $258K | Hold |
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|
2024
Q4 | $259K | Hold |
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|
2024
Q3 | $267K | Hold |
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|
2024
Q2 | $247K | Hold |
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|
2024
Q1 | $253K | Hold |
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|
2023
Q4 | $236K | Hold |
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|
2023
Q3 | $208K | Hold |
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|
2023
Q2 | $218K | Hold |
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|
2023
Q1 | $206K | Hold |
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|
2022
Q4 | $197K | Sell |
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|
2022
Q3 | $187K | Buy |
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|
2022
Q2 | $186K | Hold |
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|
2022
Q1 | $211K | Hold |
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|
2021
Q4 | $212K | Hold |
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|
2021
Q3 | $197K | Hold |
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|
2021
Q2 | $200K | Buy |
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