Cadinha & Co’s iShares S&P 500 Value ETF IVE Stock Holding History

Cadinha & Co’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.27M	Hold
2025 Q2	$1.2M	Buy
2025 Q1	$1.16M	Buy
2024 Q4	$1.16M	Buy
2024 Q3	$1.2M	Sell
2024 Q2	$1.11M	Sell
2024 Q1	$1.19M	Buy
2023 Q4	$1.11M	Buy
2023 Q3	$978K	Buy
2023 Q2	$1.01M	Hold
2023 Q1	$955K	Sell
2022 Q4	$992K	Sell
2022 Q3	$955K	Sell
2022 Q2	$1.04M	Sell
2022 Q1	$1.19M	Buy
2021 Q4	$1.17M	Sell
2021 Q3	$1.08M	Hold
2021 Q2	$1.1M	Hold
2021 Q1	$1.05M	Sell
2020 Q4	$966K	Hold
2020 Q3	$849K	Sell
2020 Q2	$823K	Hold
2020 Q1	$732K	Sell
2019 Q4	$1.51M	Sell
2019 Q3	$1.43M	Sell
2019 Q2	$1.49M	Sell
2019 Q1	$1.66M	Sell
2018 Q4	$1.6M	Sell
2018 Q3	$2.23M	Sell
2018 Q2	$2.18M	Sell
2018 Q1	$2.21M	Sell
2017 Q4	$2.61M	Sell
2017 Q3	$2.47M	Sell
2017 Q2	$2.45M	Sell
2017 Q1	$2.44M	Sell
2016 Q4	$2.52M	Sell
2016 Q3	$2.67M	Sell
2016 Q2	$2.65M	Sell
2016 Q1	$2.7M	Sell
2015 Q4	$2.91M	Sell
2015 Q3	$2.95M	Sell
2015 Q2	$3.25M	Sell
2015 Q1	$3.37M	Buy
2014 Q4	$3.41M	Sell
2014 Q3	$4.12M	Sell
2014 Q2	$4.26M	Sell
2014 Q1	$5.49M	Sell
2013 Q4	$6.15M	Sell
2013 Q3	$5.72M	Sell
2013 Q2	$5.67M	Buy