Beacon Pointe 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
Q2 | $16.7M | Buy |
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|
2025
Q1 | $16.1M | Buy |
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|
2024
Q4 | $15.9M | Sell |
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|
2024
Q3 | $16.5M | Sell |
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|
2024
Q2 | $15.3M | Sell |
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|
2024
Q1 | $16M | Sell |
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|
2023
Q4 | $15.3M | Buy |
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|
2023
Q3 | $13.1M | Buy |
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|
2023
Q2 | $11.3M | Buy |
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|
2023
Q1 | $9.77M | Buy |
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|
2022
Q4 | $9.09M | Sell |
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|
2022
Q3 | $8.62M | Buy |
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|
2022
Q2 | $9.12M | Sell |
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|
2022
Q1 | $10.4M | Buy |
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|
2021
Q4 | $8.83M | Sell |
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|
2021
Q3 | $8.71M | Buy |
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|
2021
Q2 | $8.27M | Buy |
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|
2021
Q1 | $7.2M | Buy |
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|
2020
Q4 | $6.41M | Buy |
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|
2020
Q3 | $5.38M | Sell |
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|
2020
Q2 | $5.52M | Buy |
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|
2020
Q1 | $2.92M | Buy |
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|
2019
Q4 | $2.63M | Sell |
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|
2019
Q3 | $2.48M | Sell |
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|
2019
Q2 | $3.26M | Buy |
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|
2019
Q1 | $2.38M | Buy |
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|
2018
Q4 | $2.04M | Buy |
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