Bellwether 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 | $390K | Buy |
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|
2025
Q1 | $353K | Buy |
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|
2024
Q4 | $288K | Buy |
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|
2024
Q3 | $272K | Buy |
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|
2024
Q2 | $228K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $138K | Buy |
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|
2022
Q4 | $127K | Sell |
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|
2022
Q3 | $117K | Sell |
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|
2022
Q2 | $452K | Buy |
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|
2022
Q1 | $509K | Sell |
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|
2021
Q4 | $543K | Hold |
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|
2021
Q3 | $513K | Sell |
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|
2021
Q2 | $527K | Buy |
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|
2021
Q1 | $492K | Buy |
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|
2020
Q4 | $445K | Buy |
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