Chesapeake 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
Q2 | $267K | Sell |
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|
2025
Q1 | $263K | Hold |
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|
2024
Q4 | $264K | Hold |
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|
2024
Q3 | $272K | Buy |
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|
2024
Q2 | $242K | Sell |
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|
2024
Q1 | $259K | Sell |
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|
2023
Q4 | $254K | Hold |
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|
2023
Q3 | $225K | Sell |
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|
2023
Q2 | $259K | Sell |
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|
2023
Q1 | $351K | Hold |
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|
2022
Q4 | $336K | Sell |
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|
2022
Q3 | $303K | Sell |
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|
2022
Q2 | $326K | Hold |
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|
2022
Q1 | $369K | Hold |
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|
2021
Q4 | $371K | Buy |
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|
2021
Q3 | $337K | Sell |
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|
2021
Q2 | $350K | Sell |
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|
2021
Q1 | $337K | Buy |
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|
2020
Q4 | $304K | Sell |
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|
2020
Q3 | $268K | Hold |
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|
2020
Q2 | $258K | Buy |
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|
2020
Q1 | $227K | Sell |
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|
2019
Q4 | $309K | Sell |
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|
2019
Q3 | $287K | Buy |
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|
2019
Q2 | $280K | Sell |
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|
2019
Q1 | $273K | Buy |
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|
2018
Q4 | $239K | Sell |
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|
2018
Q3 | $277K | Sell |
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|
2018
Q2 | $290K | Buy |
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|
2018
Q1 | $262K | Buy |
|