Anderson Hoagland & Co’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 | $736K | Hold |
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|
2025
Q2 | $697K | Hold |
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|
2025
Q1 | $600K | Hold |
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|
2024
Q4 | $692K | Hold |
|
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|
2024
Q3 | $701K | Hold |
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|
2024
Q2 | $648K | Hold |
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|
2024
Q1 | $648K | Hold |
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|
2023
Q4 | $613K | Hold |
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|
2023
Q3 | $548K | Hold |
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|
2023
Q2 | $575K | Hold |
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|
2023
Q1 | $541K | Hold |
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|
2022
Q4 | $529K | Hold |
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|
2022
Q3 | $458K | Sell |
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|
2022
Q2 | $497K | Hold |
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|
2022
Q1 | $555K | Hold |
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|
2021
Q4 | $542K | Sell |
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|
2021
Q3 | $728K | Hold |
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|
2021
Q2 | $739K | Buy |
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|
2021
Q1 | $707K | Hold |
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|
2020
Q4 | $641K | Buy |
|