Certified Advisory Corp’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 | $1.08M | Sell |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $1.1M | Sell |
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|
2024
Q3 | $1.19M | Sell |
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|
2024
Q2 | $1.11M | Sell |
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|
2024
Q1 | $1.14M | Buy |
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|
2023
Q4 | $947K | Buy |
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|
2023
Q3 | $823K | Buy |
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|
2023
Q2 | $857K | Sell |
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|
2023
Q1 | $839K | Buy |
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|
2022
Q4 | $792K | Sell |
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|
2022
Q3 | $740K | Sell |
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|
2022
Q2 | $795K | Buy |
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|
2022
Q1 | $892K | Buy |
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|
2021
Q4 | $774K | Buy |
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|
2021
Q3 | $686K | Buy |
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|
2021
Q2 | $674K | Buy |
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|
2021
Q1 | $635K | Buy |
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|
2020
Q2 | $606K | Sell |
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|
2020
Q1 | $553K | Sell |
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|
2019
Q4 | $840K | Sell |
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|
2019
Q3 | $846K | Sell |
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|
2019
Q2 | $896K | Sell |
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|
2019
Q1 | $996K | Buy |
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|
2018
Q4 | $858K | Buy |
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|
2018
Q3 | $916K | Buy |
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|
2018
Q2 | $586K | Buy |
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|
2018
Q1 | $535K | Buy |
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|
2017
Q4 | $554K | Buy |
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