Cabot Wealth 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
Q3 | $451K | Sell |
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|
2025
Q2 | $432K | Sell |
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|
2025
Q1 | $422K | Sell |
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|
2024
Q4 | $429K | Sell |
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|
2024
Q3 | $451K | Buy |
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|
2024
Q2 | $416K | Sell |
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|
2024
Q1 | $448K | Sell |
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|
2023
Q4 | $502K | Sell |
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|
2023
Q3 | $449K | Sell |
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|
2023
Q2 | $471K | Sell |
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|
2023
Q1 | $445K | Sell |
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|
2022
Q4 | $436K | Sell |
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|
2022
Q3 | $400K | Sell |
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|
2022
Q2 | $432K | Buy |
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|
2022
Q1 | $474K | Sell |
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|
2021
Q4 | $488K | Sell |
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|
2021
Q3 | $488K | Sell |
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|
2021
Q2 | $497K | Sell |
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|
2021
Q1 | $478K | Sell |
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|
2020
Q4 | $455K | Buy |
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|
2020
Q3 | $337K | Buy |
|