Arkadios 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
Q3 | $12.7M | Buy |
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|
2025
Q2 | $11.2M | Buy |
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2025
Q1 | $9.14M | Buy |
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|
2024
Q4 | $1.25M | Buy |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $941K | Buy |
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|
2024
Q1 | $287K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $529K | Sell |
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|
2023
Q1 | $550K | Sell |
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|
2022
Q4 | $546K | Sell |
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|
2022
Q3 | $501K | Buy |
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|
2022
Q2 | $534K | Sell |
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|
2022
Q1 | $624K | Sell |
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|
2021
Q4 | $754K | Buy |
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|
2021
Q3 | $618K | Sell |
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|
2021
Q2 | $787K | Buy |
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|
2021
Q1 | $301K | Buy |
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|
2020
Q4 | $248K | Buy |
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|
2020
Q3 | $70.5K | Hold |
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|
2020
Q2 | $66.8K | Hold |
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|
2020
Q1 | $58.1K | Hold |
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|
2019
Q4 | $79.5K | Buy |
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