Acorn Wealth Advisors’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 | – | Sell |
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|
2025
Q1 | $216K | Sell |
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|
2024
Q4 | $243K | Buy |
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|
2024
Q3 | $250K | Sell |
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|
2024
Q2 | $240K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $302K | Hold |
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|
2023
Q2 | $317K | Buy |
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|
2023
Q1 | $298K | Buy |
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|
2022
Q4 | $284K | Buy |
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|
2022
Q3 | $251K | Buy |
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|
2022
Q2 | $241K | Buy |
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|
2022
Q1 | $262K | Buy |
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|
2021
Q4 | $244K | Buy |
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|
2021
Q3 | $226K | Hold |
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|
2021
Q2 | $230K | Buy |
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|
2021
Q1 | $219K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $405K | Buy |
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|
2019
Q3 | $392K | Buy |
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|
2019
Q2 | $360K | Sell |
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|
2019
Q1 | $370K | Sell |
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|
2018
Q4 | $347K | Sell |
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|
2018
Q3 | $377K | Sell |
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|
2018
Q2 | $423K | Hold |
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|
2018
Q1 | $427K | Buy |
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|
2017
Q4 | $191K | Buy |
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