Baldwin Wealth Partners’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 | $317K | Hold |
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|
2025
Q2 | $300K | Hold |
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|
2025
Q1 | $293K | Hold |
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|
2024
Q4 | $293K | Hold |
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|
2024
Q3 | $303K | Sell |
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|
2024
Q2 | $305K | Sell |
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|
2024
Q1 | $358K | Sell |
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|
2023
Q4 | $348K | Sell |
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|
2023
Q3 | $340K | Hold |
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|
2023
Q2 | $356K | Sell |
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|
2023
Q1 | $435K | Buy |
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|
2022
Q4 | $406K | Buy |
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|
2022
Q3 | $290K | Sell |
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|
2022
Q2 | $327K | Buy |
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|
2022
Q1 | $324K | Hold |
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|
2021
Q4 | $326K | Hold |
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|
2021
Q3 | $303K | Sell |
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|
2021
Q2 | $316K | Sell |
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|
2021
Q1 | $321K | Sell |
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|
2020
Q4 | $314K | Sell |
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|
2020
Q3 | $290K | Sell |
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|
2020
Q2 | $298K | Sell |
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|
2020
Q1 | $267K | Sell |
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|
2019
Q4 | $758K | Sell |
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|
2019
Q3 | $706K | Sell |
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|
2019
Q2 | $858K | Buy |
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|
2019
Q1 | $816K | Buy |
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|
2018
Q4 | $692K | Sell |
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|
2018
Q3 | $803K | Sell |
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|
2018
Q2 | $779K | Sell |
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|
2018
Q1 | $785K | Sell |
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|
2017
Q4 | $943K | Sell |
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|
2017
Q3 | $1.04M | Buy |
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|
2017
Q2 | $983K | Buy |
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|
2017
Q1 | $967K | Buy |
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|
2016
Q4 | $858K | Sell |
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|
2016
Q3 | $805K | Buy |
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