Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $10.4M | Sell |
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|
2024
Q1 | $11M | Sell |
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|
2023
Q4 | $10.8M | Buy |
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|
2023
Q3 | $7.93M | Sell |
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|
2023
Q2 | $8.36M | Buy |
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|
2023
Q1 | $7.1M | Hold |
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|
2022
Q4 | $7.1M | Sell |
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|
2022
Q3 | $6.46M | Buy |
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|
2022
Q2 | $6.64M | Buy |
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|
2022
Q1 | $6.28M | Buy |
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|
2021
Q4 | $6.27M | Sell |
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|
2021
Q3 | $5.94M | Buy |
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|
2021
Q2 | $5.69M | Buy |
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|
2021
Q1 | $5.42M | Sell |
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|
2020
Q4 | $5.53M | Buy |
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|
2020
Q3 | $4.82M | Sell |
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|
2020
Q2 | $4.68M | Sell |
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|
2020
Q1 | $4.21M | Sell |
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|
2019
Q4 | $5.79M | Buy |
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|
2019
Q3 | $4.87M | Sell |
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|
2019
Q2 | $4.9M | Sell |
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|
2019
Q1 | $8.15M | Buy |
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|
2018
Q4 | $2M | Buy |
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|
2018
Q3 | $1.75M | Sell |
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|
2018
Q2 | $1.83M | Buy |
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|
2018
Q1 | $1.69M | Buy |
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|
2017
Q4 | $931K | Buy |
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|
2017
Q3 | $790K | Buy |
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|
2017
Q2 | $603K | Buy |
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|
2017
Q1 | $542K | Sell |
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|
2016
Q4 | $564K | Buy |
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|
2016
Q3 | $450K | Sell |
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|
2016
Q2 | $441K | Sell |
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|
2016
Q1 | $438K | Sell |
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|
2015
Q4 | $576K | Buy |
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|
2015
Q3 | $493K | Sell |
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|
2015
Q2 | $548K | Buy |
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|
2015
Q1 | $492K | Buy |
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|
2014
Q4 | $473K | Hold |
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|
2014
Q3 | $455K | Sell |
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|
2014
Q2 | $464K | Sell |
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|
2014
Q1 | $473K | Sell |
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|
2013
Q4 | $535K | Buy |
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|
2013
Q3 | $431K | Sell |
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|
2013
Q2 | $445K | Buy |
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