Boston Family Office’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 | $1.12M | Hold |
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|
2025
Q1 | $1.09M | Hold |
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|
2024
Q4 | $1.1M | Hold |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $1.02M | Hold |
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|
2024
Q1 | $1.05M | Hold |
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|
2023
Q4 | $979K | Hold |
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|
2023
Q3 | $866K | Hold |
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|
2023
Q2 | $908K | Buy |
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|
2023
Q1 | $772K | Hold |
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|
2022
Q4 | $738K | Hold |
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|
2022
Q3 | $654K | Hold |
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|
2022
Q2 | $699K | Hold |
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|
2022
Q1 | $792K | Sell |
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|
2021
Q4 | $851K | Hold |
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|
2021
Q3 | $790K | Hold |
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|
2021
Q2 | $802K | Hold |
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|
2021
Q1 | $767K | Hold |
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|
2020
Q4 | $696K | Hold |
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|
2020
Q3 | $611K | Sell |
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|
2020
Q2 | $671K | Hold |
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|
2020
Q1 | $597K | Buy |
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|
2019
Q4 | $707K | Hold |
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|
2019
Q3 | $648K | Hold |
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|
2019
Q2 | $634K | Hold |
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|
2019
Q1 | $613K | Hold |
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|
2018
Q4 | $550K | Hold |
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|
2018
Q3 | $630K | Hold |
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|
2018
Q2 | $599K | Hold |
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|
2018
Q1 | $594K | Hold |
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|
2017
Q4 | $621K | Hold |
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|
2017
Q3 | $586K | Hold |
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|
2017
Q2 | $570K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $664K | Hold |
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|
2015
Q3 | $630K | Sell |
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|
2015
Q2 | $793K | Hold |
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|
2015
Q1 | $796K | Sell |
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|
2014
Q4 | $900K | Hold |
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|
2014
Q3 | $865K | Hold |
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|
2014
Q2 | $867K | Hold |
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|
2014
Q1 | $834K | Hold |
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|
2013
Q4 | $820K | Hold |
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|
2013
Q3 | $752K | Hold |
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|
2013
Q2 | $727K | Buy |
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