Advisory Services Network’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 | $15.2M | Buy |
|
|||||
|
2025
Q1 | $12.5M | Buy |
|
|||||
|
2024
Q4 | $11.7M | Buy |
|
|||||
|
2024
Q3 | $9.31M | Hold |
|
|||||
|
2024
Q2 | $9.31M | Buy |
|
|||||
|
2024
Q1 | $6.68M | Buy |
|
|||||
|
2023
Q4 | $4.11M | Sell |
|
|||||
|
2023
Q3 | $4.53M | Sell |
|
|||||
|
2023
Q2 | $5.17M | Sell |
|
|||||
|
2023
Q1 | $5.19M | Sell |
|
|||||
|
2022
Q4 | $5.04M | Buy |
|
|||||
|
2022
Q3 | $4.15M | Buy |
|
|||||
|
2022
Q2 | $4.32M | Sell |
|
|||||
|
2022
Q1 | $4.95M | Buy |
|
|||||
|
2021
Q4 | $4.38M | Buy |
|
|||||
|
2021
Q3 | $3.62M | Sell |
|
|||||
|
2021
Q2 | $6.47M | Buy |
|
|||||
|
2021
Q1 | $3.81M | Sell |
|
|||||
|
2020
Q4 | $4.01M | Buy |
|
|||||
|
2020
Q3 | $3.31M | Sell |
|
|||||
|
2020
Q2 | $3.58M | Sell |
|
|||||
|
2020
Q1 | $4.17M | Sell |
|
|||||
|
2019
Q4 | $8.42M | Buy |
|
|||||
|
2019
Q3 | $5.28M | Hold |
|
|||||
|
2019
Q2 | $5.28M | Sell |
|
|||||
|
2019
Q1 | $8.13M | Sell |
|
|||||
|
2018
Q4 | $7.64M | Buy |
|
|||||
|
2018
Q3 | $7.55M | Buy |
|
|||||
|
2018
Q2 | $6.63M | Sell |
|
|||||
|
2018
Q1 | $7.05M | Buy |
|
|||||
|
2017
Q4 | $4.84M | Buy |
|
|||||
|
2017
Q3 | $4.23M | Sell |
|
|||||
|
2017
Q2 | $4.17M | Sell |
|
|||||
|
2017
Q1 | $4.87M | Buy |
|
|||||
|
2016
Q3 | $4.59M | Buy |
|
|||||
|
2016
Q2 | $2.44M | Sell |
|
|||||
|
2016
Q1 | $2.5M | Buy |
|
|||||
|
2015
Q4 | $561K | Buy |
|
|||||
|
2015
Q3 | $307K | Buy |
|
|||||
|
2015
Q2 | $320K | Sell |
|
|||||
|
2015
Q1 | $1.02M | Sell |
|
|||||
|
2014
Q4 | $2.72M | Buy |
|
|||||
|
2014
Q3 | $2.56M | Buy |
|
|||||
|
2014
Q2 | $2.53M | Sell |
|
|||||
|
2014
Q1 | $2.46M | Sell |
|
|||||
|
2013
Q4 | $2.42M | Buy |
|
|||||
|
2013
Q3 | $2.21M | Sell |
|
|||||
|
2013
Q2 | $2.26M | Buy |
|