9258 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.43M | Sell |
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|
2024
Q2 | $1.32M | Sell |
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|
2024
Q1 | $1.36M | Sell |
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|
2023
Q4 | $1.27M | Sell |
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|
2023
Q3 | $1.15M | Buy |
|
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|
2023
Q2 | $1.2M | Sell |
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|
2023
Q1 | $1.15M | Sell |
|
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|
2022
Q4 | $1.11M | Sell |
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|
2022
Q3 | $1.08M | Sell |
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|
2022
Q2 | $1.2M | Sell |
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|
2022
Q1 | $1.38M | Buy |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q3 | $1.06M | Hold |
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|
2021
Q2 | $1.07M | Hold |
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|
2021
Q1 | $1.03M | Hold |
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|
2020
Q4 | $930K | Sell |
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|
2020
Q3 | $1.03M | Buy |
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|
2020
Q2 | $1.01M | Buy |
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|
2020
Q1 | $796K | Buy |
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|
2019
Q4 | $934K | Buy |
|