Azimuth Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.25M | Buy |
|
|||||
|
2021
Q4 | $1.25M | Buy |
|
|||||
|
2021
Q3 | $1.15M | Sell |
|
|||||
|
2021
Q2 | $1.17M | Sell |
|
|||||
|
2021
Q1 | $1.14M | Buy |
|
|||||
|
2020
Q4 | $1.01M | Sell |
|
|||||
|
2020
Q3 | $913K | Buy |
|
|||||
|
2020
Q2 | $870K | Sell |
|
|||||
|
2020
Q1 | $965K | Sell |
|
|||||
|
2019
Q4 | $1.37M | Buy |
|
|||||
|
2019
Q3 | $1.07M | Sell |
|
|||||
|
2019
Q2 | $1.05M | Buy |
|
|||||
|
2019
Q1 | $999K | Sell |
|
|||||
|
2018
Q4 | $938K | Sell |
|
|||||
|
2018
Q3 | $1.14M | Buy |
|
|||||
|
2018
Q2 | $899K | Sell |
|
|||||
|
2018
Q1 | $895K | Sell |
|
|||||
|
2017
Q4 | $1M | Sell |
|
|||||
|
2017
Q3 | $958K | Sell |
|
|||||
|
2017
Q2 | $1.09M | Sell |
|
|||||
|
2017
Q1 | $1.17M | Buy |
|
|||||
|
2016
Q4 | $1.07M | Sell |
|
|||||
|
2016
Q3 | $1.02M | Buy |
|
|||||
|
2016
Q2 | $991K | Buy |
|
|||||
|
2016
Q1 | $656K | Sell |
|
|||||
|
2015
Q4 | $744K | Buy |
|
|||||
|
2015
Q3 | $650K | Sell |
|
|||||
|
2015
Q2 | $863K | Sell |
|
|||||
|
2015
Q1 | $944K | Buy |
|
|||||
|
2014
Q4 | $948K | Buy |
|
|||||
|
2014
Q3 | $796K | Buy |
|
|||||
|
2014
Q2 | $786K | Sell |
|
|||||
|
2014
Q1 | $769K | Buy |
|