Addison 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 | $36.3K | Hold |
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|
2025
Q1 | $35.4K | Hold |
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|
2024
Q4 | $35.5K | Hold |
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|
2024
Q3 | $36.7K | Sell |
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|
2024
Q2 | $50.8K | Buy |
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|
2024
Q1 | $34.7K | Hold |
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|
2023
Q4 | $32.3K | Sell |
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|
2023
Q3 | $34.9K | Hold |
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|
2023
Q2 | $36.6K | Hold |
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|
2023
Q1 | $34.5K | Sell |
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|
2022
Q4 | $38.3K | Sell |
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|
2022
Q3 | $53K | Hold |
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|
2022
Q2 | $57K | Hold |
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|
2022
Q1 | $64K | Buy |
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|
2021
Q4 | $19K | Buy |
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