World Equity Group’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 | $1.42M | Buy |
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|
2025
Q2 | $990K | Sell |
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|
2025
Q1 | $1.26M | Buy |
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|
2024
Q4 | $646K | Buy |
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|
2024
Q3 | $396K | Buy |
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|
2024
Q2 | $265K | Sell |
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|
2024
Q1 | $526K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $411K | Sell |
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|
2022
Q3 | $424K | Buy |
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|
2022
Q2 | $439K | Buy |
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|
2022
Q1 | $393K | Buy |
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