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