Westshore Wealth’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 | $362K | Buy |
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|
2025
Q1 | $351K | Buy |
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|
2024
Q4 | $351K | Buy |
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|
2024
Q3 | $360K | Buy |
|
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|
2024
Q2 | $330K | Buy |
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|
2024
Q1 | $338K | Buy |
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|
2023
Q4 | $313K | Buy |
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|
2023
Q3 | $274K | Hold |
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|
2023
Q2 | $287K | Buy |
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|
2023
Q1 | $269K | Buy |
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|
2022
Q4 | $256K | Buy |
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|
2022
Q3 | $224K | Hold |
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|
2022
Q2 | $240K | Buy |
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|
2022
Q1 | $270K | Buy |
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