Atlas Brown’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 | $529K | Sell |
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|
2025
Q2 | $509K | Sell |
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|
2025
Q1 | $505K | Sell |
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|
2024
Q4 | $529K | Sell |
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|
2024
Q3 | $579K | Sell |
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|
2024
Q2 | $536K | Hold |
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|
2024
Q1 | $550K | Sell |
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|
2023
Q4 | $521K | Buy |
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|
2023
Q3 | $453K | Hold |
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|
2023
Q2 | $475K | Sell |
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|
2023
Q1 | $448K | Sell |
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|
2022
Q4 | $453K | Sell |
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|
2022
Q3 | $402K | Sell |
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|
2022
Q2 | $433K | Hold |
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|
2022
Q1 | $490K | Sell |
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|
2021
Q4 | $550K | Buy |
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|
2021
Q3 | $511K | Sell |
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|
2021
Q2 | $525K | Buy |
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|
2021
Q1 | $492K | Buy |
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|
2020
Q4 | $358K | Buy |
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|
2020
Q3 | $314K | Buy |
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|
2020
Q2 | $299K | Buy |
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|
2020
Q1 | $266K | Sell |
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|
2019
Q4 | $461K | Sell |
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|
2019
Q3 | $447K | Buy |
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|
2019
Q2 | $431K | Buy |
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|
2019
Q1 | $416K | Buy |
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|
2018
Q4 | $327K | Sell |
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|
2018
Q3 | $396K | Buy |
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|
2018
Q2 | $379K | Buy |
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|
2018
Q1 | $333K | Buy |
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|
2017
Q4 | $218K | Buy |
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