Beaumont Financial 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 | $309K | Hold |
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|
2025
Q2 | $292K | Hold |
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|
2025
Q1 | $285K | Hold |
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|
2024
Q4 | $285K | Hold |
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|
2024
Q3 | $295K | Sell |
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|
2024
Q2 | $277K | Hold |
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|
2024
Q1 | $284K | Buy |
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|
2023
Q4 | $260K | Sell |
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|
2023
Q3 | $338K | Hold |
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|
2023
Q2 | $354K | Sell |
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|
2023
Q1 | $361K | Sell |
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|
2022
Q4 | $350K | Sell |
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|
2022
Q3 | $334K | Buy |
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|
2022
Q2 | $302K | Hold |
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|
2022
Q1 | $342K | Hold |
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|
2021
Q4 | $344K | Sell |
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|
2021
Q3 | $338K | Sell |
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|
2021
Q2 | $431K | Hold |
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|
2021
Q1 | $413K | Hold |
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|
2020
Q4 | $374K | Buy |
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|
2020
Q3 | $328K | Sell |
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|
2020
Q2 | $320K | Buy |
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|
2020
Q1 | $281K | Hold |
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|
2019
Q4 | $380K | Buy |
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|
2019
Q3 | $319K | Hold |
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|
2019
Q2 | $312K | Hold |
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|
2019
Q1 | $302K | Hold |
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|
2018
Q4 | $271K | Buy |
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