West Wealth Group’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 | $38.8M | Sell |
197,547
-6,569
| -3% | -$1.29M | 9.66% | 2 |
|
|
2025
Q1 | $38.8M | Buy |
204,116
+32,912
| +19% | +$6.26M | 11.48% | 2 |
|
|
2024
Q4 | $32.7M | Buy |
171,204
+11,152
| +7% | +$2.13M | 9.75% | 2 |
|
|
2024
Q3 | $31.6M | Buy |
160,052
+2,123
| +1% | +$419K | 10.23% | 2 |
|
|
2024
Q2 | $28.7M | Buy |
157,929
+2,645
| +2% | +$481K | 10.16% | 3 |
|
|
2024
Q1 | $29M | Buy |
+155,284
| New | +$29M | 10.75% | 3 |
|