Affiance 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 | $396K | Hold |
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|
2025
Q2 | $375K | Hold |
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|
2025
Q1 | $365K | Hold |
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|
2024
Q4 | $366K | Hold |
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|
2024
Q3 | $378K | Hold |
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|
2024
Q2 | $349K | Hold |
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|
2024
Q1 | $358K | Hold |
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|
2023
Q4 | $333K | Hold |
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|
2023
Q3 | $295K | Hold |
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|
2023
Q2 | $309K | Hold |
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|
2023
Q1 | $291K | Sell |
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|
2022
Q4 | $706K | Buy |
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|
2022
Q3 | – | Hold |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $14K | Sell |
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|
2020
Q3 | $15K | Hold |
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|
2020
Q2 | $15K | Hold |
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|
2020
Q1 | $13K | Buy |
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|
2019
Q4 | $15K | Buy |
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