Advisornet Financial’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 | $1.68M | Sell |
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|
2025
Q2 | $1.62M | Buy |
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|
2025
Q1 | $1.56M | Buy |
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|
2024
Q4 | $1.41M | Sell |
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|
2024
Q3 | $4.02M | Sell |
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|
2024
Q2 | $4.1M | Sell |
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|
2024
Q1 | $5.52M | Buy |
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|
2023
Q4 | $3.84M | Sell |
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|
2023
Q3 | $5.78M | Sell |
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|
2023
Q2 | $7.39M | Buy |
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|
2023
Q1 | $6.95M | Buy |
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|
2022
Q4 | $6.64M | Buy |
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|
2022
Q3 | $5.7M | Buy |
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|
2022
Q2 | $6.04M | Buy |
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|
2022
Q1 | $6.79M | Buy |
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|
2021
Q4 | $6.29M | Buy |
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|
2021
Q3 | $5.4M | Buy |
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|
2021
Q2 | $5.36M | Buy |
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|
2021
Q1 | $5.04M | Sell |
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|
2020
Q4 | $4.6M | Sell |
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|
2020
Q3 | $5.17M | Buy |
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|
2020
Q2 | $4.87M | Sell |
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|
2020
Q1 | $5.38M | Buy |
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|
2019
Q4 | $6.58M | Buy |
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|
2019
Q3 | $5.61M | Buy |
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|
2019
Q2 | $4.77M | Buy |
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|
2019
Q1 | $3.58M | Buy |
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|
2018
Q4 | $2.39M | Buy |
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|
2018
Q3 | $1.82M | Buy |
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|
2018
Q2 | $47K | Buy |
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|
2018
Q1 | $41K | Sell |
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|
2017
Q4 | $97K | Buy |
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