American Investment Services’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 | $367K | Hold |
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|
2025
Q1 | $358K | Hold |
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|
2024
Q4 | $358K | Hold |
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|
2024
Q3 | $370K | Hold |
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|
2024
Q2 | $342K | Sell |
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|
2024
Q1 | $356K | Sell |
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|
2023
Q4 | $368K | Sell |
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|
2023
Q3 | $346K | Sell |
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|
2023
Q2 | $400K | Sell |
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|
2023
Q1 | $394K | Hold |
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|
2022
Q4 | $394K | Hold |
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|
2022
Q3 | $349K | Sell |
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|
2022
Q2 | $377K | Buy |
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|
2022
Q1 | $420K | Hold |
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|
2021
Q4 | $423K | Sell |
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|
2021
Q3 | $461K | Hold |
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|
2021
Q2 | $468K | Sell |
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|
2021
Q1 | $449K | Buy |
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|
2020
Q4 | $406K | Sell |
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|
2020
Q3 | $366K | Hold |
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|
2020
Q2 | $353K | Buy |
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|
2020
Q1 | $295K | Sell |
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|
2019
Q4 | $717K | Hold |
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|
2019
Q3 | $657K | Hold |
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|
2019
Q2 | $643K | Sell |
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|
2019
Q1 | $646K | Sell |
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|
2018
Q4 | $587K | Sell |
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|
2018
Q3 | $672K | Hold |
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|
2018
Q2 | $639K | Sell |
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|
2018
Q1 | $684K | Sell |
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|
2017
Q4 | $852K | Sell |
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|
2017
Q3 | $894K | Sell |
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|
2017
Q2 | $1M | Sell |
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|
2017
Q1 | $1.02M | Sell |
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|
2016
Q4 | $1.04M | Buy |
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|
2016
Q3 | $934K | Hold |
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|
2016
Q2 | $914K | Sell |
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|
2016
Q1 | $957K | Hold |
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|
2015
Q4 | $942K | Buy |
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|
2015
Q3 | $697K | Hold |
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|
2015
Q2 | $764K | Sell |
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|
2015
Q1 | $869K | Sell |
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|
2014
Q4 | $890K | Sell |
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|
2014
Q3 | $910K | Sell |
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|
2014
Q2 | $932K | Sell |
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|
2014
Q1 | $977K | Sell |
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|
2013
Q4 | $1.04M | Sell |
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|
2013
Q3 | $1.02M | Sell |
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|
2013
Q2 | $1.07M | Buy |
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