Wick Capital Partners’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 | $729K | Buy |
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|
2025
Q1 | $711K | Sell |
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|
2024
Q4 | $789K | Hold |
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|
2024
Q3 | $815K | Sell |
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|
2024
Q2 | $778K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $634K | Hold |
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|
2023
Q3 | $561K | Buy |
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|
2023
Q2 | $507K | Hold |
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|
2023
Q1 | $477K | Sell |
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|
2022
Q4 | $856K | Sell |
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|
2022
Q3 | $880K | Sell |
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|
2022
Q2 | $1.86M | Sell |
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|
2022
Q1 | $4.14M | Buy |
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|
2021
Q4 | $3.91M | Buy |
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