Aspiriant LLC’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 | $872K | Sell |
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|
2025
Q2 | $1.65M | Buy |
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|
2025
Q1 | $810K | Buy |
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|
2024
Q4 | $806K | Buy |
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|
2024
Q3 | $816K | Buy |
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|
2024
Q2 | $753K | Hold |
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|
2024
Q1 | $773K | Sell |
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|
2023
Q4 | $752K | Hold |
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|
2023
Q3 | $665K | Sell |
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|
2023
Q2 | $731K | Buy |
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|
2023
Q1 | $657K | Sell |
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|
2022
Q4 | $808K | Buy |
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|
2022
Q3 | $557K | Sell |
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|
2022
Q2 | $604K | Buy |
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|
2022
Q1 | $319K | Hold |
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|
2021
Q4 | $319K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $210K | Sell |
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|
2019
Q3 | $220K | Sell |
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|
2019
Q2 | $220K | Buy |
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|
2019
Q1 | $208K | Sell |
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|
2018
Q4 | $471K | Sell |
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|
2018
Q3 | $655K | Sell |
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|
2018
Q2 | $880K | Hold |
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|
2018
Q1 | $873K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $970K | Sell |
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|
2017
Q2 | $1.14M | Sell |
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|
2017
Q1 | $1.14M | Sell |
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|
2016
Q4 | $1.16M | Sell |
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|
2016
Q3 | $1.17M | Sell |
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|
2016
Q2 | $1.21M | Buy |
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|
2016
Q1 | $1.16M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $272K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $228K | Buy |
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|
2014
Q3 | $218K | Buy |
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|
2014
Q2 | $218K | Buy |
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|
2014
Q1 | $210K | Sell |
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|
2013
Q4 | $323K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $283K | Buy |
|