Westside Investment Management’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 | $9.77K | Hold |
50
| – | – | ﹤0.01% | 946 |
|
|
2025
Q1 | $9.53K | Buy |
+50
| New | +$9.53K | ﹤0.01% | 692 |
|
|
2021
Q4 | – | Sell |
-107
| Closed | -$15 | – | 781 |
|
|
2021
Q3 | $15 | Hold |
107
| – | – | ﹤0.01% | 525 |
|
|
2021
Q2 | $15 | Hold |
107
| – | – | ﹤0.01% | 523 |
|
|
2021
Q1 | $15 | Buy |
+107
| New | +$15 | ﹤0.01% | 502 |
|
|
2019
Q2 | $84 | Buy |
+721
| New | +$84 | ﹤0.01% | 263 |
|
|
2018
Q4 | $72.9K | Buy |
+721
| New | +$72.9K | 0.03% | 249 |
|
|
2018
Q3 | – | Sell |
-721
| Closed | -$79.3K | – | 775 |
|
|
2018
Q2 | $79.3K | Hold |
721
| – | – | 0.03% | 250 |
|
|
2018
Q1 | $77.2K | Hold |
721
| – | – | 0.04% | 241 |
|
|
2017
Q4 | $84K | Hold |
721
| – | – | 0.05% | 233 |
|
|
2017
Q3 | $78.4K | Hold |
721
| – | – | 0.05% | 225 |
|
|
2017
Q2 | $75.6K | Hold |
721
| – | – | 0.05% | 222 |
|
|
2017
Q1 | $74.6K | Buy |
+721
| New | +$74.6K | 0.04% | 222 |
|