Avantax Advisory Services’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 | $110M | Buy |
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|
2025
Q1 | $103M | Buy |
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|
2024
Q4 | $89.5M | Buy |
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|
2024
Q3 | $90.3M | Buy |
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|
2024
Q2 | $75.9M | Buy |
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|
2024
Q1 | $28.9M | Buy |
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|
2023
Q4 | $16.5M | Sell |
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|
2023
Q3 | $17.6M | Sell |
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|
2023
Q2 | $20.7M | Buy |
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|
2023
Q1 | $15.4M | Buy |
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|
2022
Q4 | $14.6M | Sell |
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|
2022
Q3 | $13M | Buy |
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|
2022
Q2 | $12.9M | Buy |
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|
2022
Q1 | $12.5M | Buy |
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|
2021
Q4 | $8.31M | Buy |
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|
2021
Q3 | $7.25M | Sell |
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|
2021
Q2 | $7.48M | Buy |
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|
2021
Q1 | $6.43M | Buy |
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|
2020
Q4 | $5.64M | Sell |
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|
2020
Q3 | $12.3M | Buy |
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|
2020
Q2 | $5.02M | Buy |
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|
2020
Q1 | $3.88M | Sell |
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|
2019
Q4 | $5.91M | Buy |
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|
2019
Q3 | $2.35M | Buy |
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|
2019
Q2 | $1.19M | Buy |
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|
2019
Q1 | $1.09M | Sell |
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|
2018
Q4 | $1.26M | Buy |
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