Cahaba 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 | $1.55M | Buy |
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|
2025
Q2 | $1.44M | Sell |
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2025
Q1 | $1.4M | Sell |
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|
2024
Q4 | $1.44M | Sell |
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|
2024
Q3 | $1.53M | Sell |
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|
2024
Q2 | $1.77M | Sell |
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|
2024
Q1 | $1.86M | Sell |
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|
2023
Q4 | $1.75M | Sell |
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|
2023
Q3 | $1.64M | Sell |
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|
2023
Q2 | $1.94M | Sell |
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|
2023
Q1 | $1.88M | Sell |
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|
2022
Q4 | $1.83M | Buy |
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|
2022
Q3 | $1.6M | Buy |
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|
2022
Q2 | $1.71M | Sell |
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|
2022
Q1 | $2.04M | Sell |
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|
2021
Q4 | $2.38M | Buy |
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|
2021
Q3 | $2.07M | Sell |
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|
2021
Q2 | $2.23M | Sell |
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|
2021
Q1 | $2.33M | Sell |
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|
2020
Q4 | $2.29M | Sell |
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|
2020
Q3 | $2.34M | Sell |
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|
2020
Q2 | $2.74M | Sell |
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|
2020
Q1 | $2.98M | Sell |
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|
2019
Q4 | $6.19M | Sell |
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|
2019
Q3 | $6.75M | Sell |
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|
2019
Q2 | $7.79M | Buy |
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|
2019
Q1 | $7.31M | Buy |
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|
2018
Q4 | $6.43M | Buy |
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|
2018
Q3 | $6.97M | Buy |
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|
2018
Q2 | $6.62M | Buy |
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|
2018
Q1 | $5.74M | Buy |
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|
2017
Q4 | $6.13M | Buy |
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|
2017
Q3 | $5.3M | Buy |
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