Baker Tilly Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $298K | Buy |
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|
2025
Q2 | $276K | Hold |
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|
2025
Q1 | $270K | Sell |
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|
2024
Q4 | $290K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $576K | Sell |
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|
2024
Q1 | $624K | Hold |
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|
2023
Q4 | $580K | Sell |
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|
2023
Q3 | $537K | Sell |
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|
2023
Q2 | $1.53M | Hold |
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|
2023
Q1 | $1.44M | Buy |
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|
2022
Q4 | $506K | Hold |
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|
2022
Q3 | $449K | Hold |
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|
2022
Q2 | $480K | Hold |
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|
2022
Q1 | $543K | Buy |
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|
2021
Q4 | $290K | Sell |
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|
2021
Q3 | $508K | Buy |
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|
2021
Q2 | $479K | Buy |
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|
2021
Q1 | $437K | Hold |
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|
2020
Q4 | $396K | Buy |
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