Blankinship & Foster’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 | $795K | Sell |
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|
2025
Q2 | $802K | Sell |
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|
2025
Q1 | $808K | Sell |
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|
2024
Q4 | $834K | Sell |
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|
2024
Q3 | $906K | Buy |
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|
2024
Q2 | $837K | Sell |
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|
2024
Q1 | $868K | Sell |
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|
2023
Q4 | $811K | Sell |
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|
2023
Q3 | $731K | Sell |
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|
2023
Q2 | $780K | Sell |
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|
2023
Q1 | $859K | Sell |
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|
2022
Q4 | $910K | Sell |
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|
2022
Q3 | $863K | Hold |
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|
2022
Q2 | $923K | Sell |
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $1.27M | Sell |
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|
2021
Q3 | $1.3M | Sell |
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|
2021
Q2 | $1.62M | Sell |
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|
2021
Q1 | $1.67M | Buy |
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|
2020
Q4 | $1.51M | Sell |
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|
2020
Q3 | $1.37M | Sell |
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|
2020
Q2 | $1.4M | Buy |
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|
2020
Q1 | $929K | Buy |
|