Western Financial Corp’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 | $233K | Sell |
1,192
-1
| -0.1% | -$195 | 0.12% | 117 |
|
|
2025
Q1 | $227K | Buy |
+1,193
| New | +$227K | 0.13% | 110 |
|
|
2024
Q4 | – | Sell |
-1,436
| Closed | -$283K | – | 132 |
|
|
2024
Q3 | $283K | Sell |
1,436
-29
| -2% | -$5.72K | 0.16% | 108 |
|
|
2024
Q2 | $267K | Sell |
1,465
-86
| -6% | -$15.7K | 0.16% | 101 |
|
|
2024
Q1 | $290K | Buy |
+1,551
| New | +$290K | 0.18% | 101 |
|