Cambridge Investment Research Advisors’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
Q2 | $82.1M | Sell |
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|
2025
Q1 | $81.8M | Buy |
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|
2024
Q4 | $69.2M | Buy |
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|
2024
Q3 | $63.4M | Sell |
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|
2024
Q2 | $65M | Buy |
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|
2024
Q1 | $65.5M | Buy |
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|
2023
Q4 | $45.1M | Sell |
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|
2023
Q3 | $48.6M | Buy |
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|
2023
Q2 | $41.2M | Buy |
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|
2023
Q1 | $37.7M | Sell |
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|
2022
Q4 | $51.4M | Buy |
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|
2022
Q3 | $36.9M | Sell |
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|
2022
Q2 | $83.4M | Buy |
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|
2022
Q1 | $71.7M | Buy |
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|
2021
Q4 | $37.6M | Sell |
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|
2021
Q3 | $38.3M | Sell |
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|
2021
Q2 | $90.3M | Sell |
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|
2021
Q1 | $86.5M | Buy |
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|
2020
Q4 | $69.6M | Buy |
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|
2020
Q3 | $48.2M | Buy |
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|
2020
Q2 | $22.3M | Sell |
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|
2020
Q1 | $24.4M | Sell |
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|
2019
Q4 | $39.7M | Buy |
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|
2019
Q3 | $28.5M | Sell |
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|
2019
Q2 | $30.8M | Sell |
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|
2019
Q1 | $30.2M | Buy |
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|
2018
Q4 | $19.8M | Buy |
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|
2018
Q3 | $21.2M | Buy |
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|
2018
Q2 | $20M | Buy |
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|
2018
Q1 | $18.1M | Buy |
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|
2017
Q4 | $17.2M | Buy |
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|
2017
Q3 | $8.09M | Buy |
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|
2017
Q2 | $7.46M | Sell |
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|
2017
Q1 | $7.66M | Sell |
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|
2016
Q4 | $11.7M | Buy |
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|
2016
Q3 | $5.95M | Buy |
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|
2016
Q2 | $5.77M | Sell |
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|
2016
Q1 | $8.85M | Buy |
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|
2015
Q4 | $6.02M | Sell |
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|
2015
Q3 | $5.81M | Sell |
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|
2015
Q2 | $8.07M | Buy |
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|
2015
Q1 | $8.03M | Sell |
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|
2014
Q4 | $10.1M | Buy |
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|
2014
Q3 | $4.1M | Sell |
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|
2014
Q2 | $4.11M | Buy |
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|
2014
Q1 | $1.69M | Buy |
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|
2013
Q4 | $1.54M | Sell |
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|
2013
Q3 | $2.61M | Buy |
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|
2013
Q2 | $1.94M | Buy |
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