Arete Wealth 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 | $1.29M | Buy |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $806K | Buy |
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|
2024
Q3 | $552K | Sell |
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|
2024
Q2 | $1.22M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $880K | Buy |
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|
2023
Q3 | $512K | Sell |
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|
2023
Q2 | $787K | Sell |
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|
2023
Q1 | $814K | Buy |
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|
2022
Q4 | $654M | Buy |
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|
2022
Q3 | $535K | Buy |
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|
2022
Q2 | $263K | Sell |
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|
2022
Q1 | $800K | Buy |
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|
2021
Q4 | $604K | Buy |
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|
2021
Q3 | $509K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.18M | Buy |
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|
2019
Q3 | $521K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $256K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $667K | Buy |
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|
2015
Q1 | $669K | Sell |
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|
2014
Q4 | $722K | Sell |
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|
2014
Q3 | $694K | Buy |
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|
2014
Q2 | $679K | Buy |
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