Western Pacific Wealth Management’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
Q3 | $62.2K | Hold |
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|
2025
Q2 | $58.9K | Hold |
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|
2025
Q1 | $57.4K | Hold |
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|
2024
Q4 | $57.5K | Hold |
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|
2024
Q3 | $59.4K | Hold |
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|
2024
Q2 | $54.9K | Hold |
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|
2024
Q1 | $56.3K | Buy |
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|
2023
Q4 | $52.2K | Hold |
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|
2023
Q3 | $46.2K | Sell |
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|
2023
Q2 | $102K | Sell |
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|
2023
Q1 | $306K | Hold |
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|
2022
Q4 | $292K | Hold |
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|
2022
Q3 | $259K | Sell |
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|
2022
Q2 | $363K | Hold |
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|
2022
Q1 | $412K | Hold |
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|
2021
Q4 | $414K | Buy |
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