B. Riley 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 | $5.79M | Buy |
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|
2025
Q2 | $5.41M | Buy |
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|
2024
Q4 | $8.74M | Sell |
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|
2024
Q3 | $12.8M | Sell |
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|
2024
Q2 | $12.2M | Buy |
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|
2024
Q1 | $7.01M | Buy |
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|
2023
Q4 | $5.38M | Sell |
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|
2023
Q3 | $7.01M | Sell |
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|
2023
Q2 | $7.54M | Sell |
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|
2023
Q1 | $7.19M | Sell |
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|
2022
Q4 | $10.4M | Buy |
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|
2022
Q3 | $9.11M | Buy |
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|
2022
Q2 | $7.94M | Buy |
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|
2022
Q1 | $7.77M | Sell |
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|
2021
Q4 | $8.19M | Sell |
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|
2021
Q3 | $7.97M | Buy |
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|
2021
Q2 | $7.43M | Buy |
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|
2021
Q1 | $7.08M | Buy |
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|
2020
Q4 | $3.06M | Sell |
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|
2020
Q3 | $4.09M | Buy |
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|
2020
Q2 | $3.35M | Buy |
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|
2020
Q1 | $2.57M | Buy |
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|
2019
Q4 | $2.69M | Buy |
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|
2019
Q3 | $1.9M | Buy |
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|
2019
Q2 | $1.46M | Buy |
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|
2019
Q1 | $1.21M | Sell |
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|
2018
Q4 | $1.28M | Sell |
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|
2018
Q3 | $1.69M | Sell |
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|
2018
Q2 | $1.76M | Buy |
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|
2018
Q1 | $1.66M | Buy |
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|
2017
Q4 | $1.71M | Buy |
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|
2017
Q3 | $1.47M | Buy |
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|
2017
Q2 | $1.38M | Buy |
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|
2017
Q1 | $1.24M | Buy |
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|
2016
Q4 | $963K | Buy |
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|
2016
Q3 | $897K | Buy |
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|
2016
Q2 | $826K | Buy |
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|
2016
Q1 | $615K | Buy |
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|
2015
Q4 | $565K | Buy |
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|
2015
Q3 | $295K | Buy |
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|
2015
Q2 | $266K | Sell |
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|
2015
Q1 | $394K | Sell |
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|
2014
Q4 | $411 | Buy |
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|
2014
Q3 | $285K | Sell |
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|
2014
Q2 | $193K | Buy |
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|
2014
Q1 | $365K | Buy |
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|
2013
Q4 | $155K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $217K | Buy |
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