Benjamin Edwards Inc’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 | $267K | Buy |
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|
2025
Q2 | $235K | Buy |
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|
2025
Q1 | $203K | Sell |
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|
2024
Q4 | $279K | Buy |
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|
2024
Q3 | $243K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $12K | Buy |
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|
2022
Q1 | $13K | Buy |
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|
2021
Q4 | $6K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $36K | Sell |
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|
2020
Q1 | $963K | Buy |
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|
2019
Q4 | $1.21M | Buy |
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|
2019
Q3 | $1.1M | Buy |
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|
2019
Q2 | $1.02M | Buy |
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|
2019
Q1 | $979K | Buy |
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