Belpointe Asset 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
Q2 | $3.32M | Sell |
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|
2025
Q1 | $3.29M | Sell |
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|
2024
Q4 | $3.66M | Sell |
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|
2024
Q3 | $3.68M | Sell |
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|
2024
Q2 | $3.43M | Sell |
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|
2024
Q1 | $6.17M | Buy |
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|
2023
Q4 | $4.88M | Sell |
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|
2023
Q3 | $5.49M | Buy |
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|
2023
Q2 | $4.16M | Sell |
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|
2023
Q1 | $4.08M | Sell |
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|
2022
Q4 | $4.01M | Sell |
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|
2022
Q3 | $3.63M | Sell |
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|
2022
Q2 | $3.9M | Sell |
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|
2022
Q1 | $9.28M | Buy |
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|
2021
Q4 | $4.22M | Sell |
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|
2021
Q3 | $3.95M | Buy |
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|
2021
Q2 | $3.99M | Buy |
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|
2021
Q1 | $3.76M | Buy |
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|
2020
Q4 | $3.09M | Buy |
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|
2020
Q3 | $2.67M | Buy |
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|
2020
Q2 | $2.51M | Buy |
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|
2020
Q1 | $2.22M | Sell |
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|
2019
Q4 | $4M | Buy |
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|
2019
Q3 | $3.57M | Buy |
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|
2019
Q2 | $3.49M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.95M | Sell |
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|
2018
Q3 | $2.3M | Buy |
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|
2018
Q2 | $314K | Buy |
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