Clearstead 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 | $22.1M | Buy |
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|
2025
Q1 | $21.3M | Buy |
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|
2024
Q4 | $21.2M | Sell |
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|
2024
Q3 | $22.2M | Buy |
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|
2024
Q2 | $20.4M | Buy |
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|
2024
Q1 | $19.8M | Buy |
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|
2023
Q4 | $17.9M | Sell |
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|
2023
Q3 | $30.8M | Buy |
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|
2023
Q2 | $16.2M | Buy |
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|
2023
Q1 | $4.18M | Buy |
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|
2022
Q4 | $3.93M | Buy |
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|
2022
Q3 | $3.45M | Sell |
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|
2022
Q2 | $3.9M | Buy |
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|
2022
Q1 | $4.24M | Buy |
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|
2021
Q4 | $4.13M | Hold |
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|
2021
Q3 | $3.83M | Sell |
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|
2021
Q2 | $3.92M | Sell |
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|
2021
Q1 | $3.79M | Sell |
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|
2020
Q4 | $4.2M | Sell |
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|
2020
Q3 | $4.34M | Buy |
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|
2020
Q2 | $4.17M | Sell |
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|
2020
Q1 | $3.81M | Buy |
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|
2019
Q4 | $5.09M | Sell |
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|
2019
Q3 | $4.68M | Sell |
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|
2019
Q2 | $4.69M | Buy |
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|
2019
Q1 | $4.51M | Hold |
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|
2018
Q4 | $4.04M | Buy |
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|
2018
Q3 | $4.45M | Hold |
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|
2018
Q2 | $4.23M | Sell |
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|
2018
Q1 | $4.24M | Hold |
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|
2017
Q4 | $4.43M | Hold |
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|
2017
Q3 | $4.18M | Sell |
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|
2017
Q2 | $4.07M | Sell |
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|
2017
Q1 | $4.04M | Sell |
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|
2016
Q4 | $4.06M | Buy |
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