Almanack Investment Partners’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 | $216K | Hold |
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|
2025
Q2 | $204K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $423K | Sell |
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|
2024
Q3 | $461K | Sell |
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|
2024
Q2 | $444K | Sell |
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|
2024
Q1 | $457K | Sell |
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|
2023
Q4 | $502K | Sell |
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|
2023
Q3 | $573K | Buy |
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|
2023
Q2 | $358K | Sell |
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|
2023
Q1 | $358K | Sell |
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|
2022
Q4 | $415K | Sell |
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|
2022
Q3 | $735K | Buy |
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|
2022
Q2 | $486K | Sell |
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|
2022
Q1 | $619K | Buy |
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|
2021
Q4 | $593K | Buy |
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|
2021
Q3 | $441K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $146K | Buy |
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