Ancora Advisors’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 | $6.85M | Buy |
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|
2025
Q1 | $6.05M | Buy |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $878K | Sell |
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|
2024
Q1 | $907K | Buy |
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|
2023
Q4 | $762K | Buy |
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|
2023
Q3 | $626K | Buy |
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|
2023
Q2 | $549K | Buy |
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|
2023
Q1 | $513K | Buy |
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|
2022
Q4 | $297K | Buy |
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|
2022
Q3 | $243K | Buy |
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|
2022
Q2 | $260K | Buy |
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|
2022
Q1 | $273K | Hold |
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|
2021
Q4 | $275K | Hold |
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|
2021
Q3 | $255K | Sell |
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|
2021
Q2 | $285K | Hold |
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|
2021
Q1 | $272K | Buy |
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|
2020
Q4 | $221K | Sell |
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|
2020
Q3 | $1.71M | Hold |
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|
2020
Q2 | $1.65M | Sell |
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|
2020
Q1 | $1.48M | Buy |
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|
2019
Q4 | $226K | Sell |
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|
2019
Q3 | $4.3M | Buy |
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|
2019
Q2 | $202K | Sell |
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|
2019
Q1 | $226K | Sell |
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|
2018
Q4 | $240K | Hold |
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|
2018
Q3 | $275K | Buy |
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|
2018
Q2 | $245K | Hold |
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|
2018
Q1 | $244K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $152K | Buy |
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