AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.2M | Buy |
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|
2025
Q1 | $39M | Buy |
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|
2024
Q4 | $34.1M | Buy |
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|
2024
Q3 | $26.6M | Buy |
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|
2024
Q2 | $23.9M | Sell |
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|
2024
Q1 | $28.2M | Sell |
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|
2023
Q4 | $43.8M | Buy |
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|
2023
Q3 | $6.21M | Sell |
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|
2023
Q2 | $12.9M | Buy |
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|
2023
Q1 | $5.3M | Sell |
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|
2022
Q4 | $7.46M | Buy |
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|
2022
Q3 | $2.46M | Sell |
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|
2022
Q2 | $8.74M | Buy |
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|
2022
Q1 | $9.03M | Buy |
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|
2021
Q4 | $4.65M | Sell |
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|
2021
Q3 | $6.26M | Buy |
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|
2021
Q2 | $4.71M | Buy |
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|
2021
Q1 | $3.19M | Buy |
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|
2020
Q4 | $1.23M | Sell |
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|
2020
Q3 | $2.02M | Buy |
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|
2020
Q2 | $1.88M | Sell |
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|
2020
Q1 | $2.84M | Sell |
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|
2019
Q4 | $8.91M | Buy |
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|
2019
Q3 | $2.5M | Sell |
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|
2019
Q2 | $10.2M | Buy |
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|
2019
Q1 | $5.56M | Buy |
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|
2018
Q4 | $1.82M | Sell |
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|
2018
Q3 | $2.13M | Buy |
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|
2018
Q2 | $269K | Sell |
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|
2018
Q1 | $282K | Buy |
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|
2017
Q4 | $221K | Buy |
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