CarsonAllaria 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 | – | Sell |
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|
2025
Q2 | $182K | Buy |
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|
2025
Q1 | $89.5K | Buy |
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|
2024
Q4 | $68.2K | Buy |
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|
2024
Q3 | $32.2K | Buy |
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|
2024
Q2 | $28.6K | Buy |
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|
2024
Q1 | $27.8K | Buy |
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|
2023
Q4 | $6.7K | Buy |
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|
2023
Q3 | $4.18K | Buy |
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|
2023
Q2 | $4.06K | Hold |
|
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|
2023
Q1 | $3.81K | Sell |
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|
2022
Q4 | $6K | Sell |
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|
2022
Q3 | $11K | Buy |
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|
2022
Q2 | $9K | Sell |
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|
2022
Q1 | $182K | Sell |
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|
2021
Q4 | $573K | Buy |
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