Cornell Pochily Investment 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
Q3 | $624K | Buy |
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|
2025
Q2 | $522K | Hold |
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|
2025
Q1 | $509K | Sell |
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|
2024
Q4 | $516K | Sell |
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|
2024
Q3 | $603K | Buy |
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|
2024
Q2 | $424K | Buy |
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|
2024
Q1 | $407K | Buy |
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|
2023
Q4 | $344K | Sell |
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|
2023
Q3 | $330K | Hold |
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|
2023
Q2 | $346K | Hold |
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|
2023
Q1 | $326K | Buy |
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|
2022
Q4 | $303K | Buy |
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|
2022
Q3 | $267K | Buy |
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|
2022
Q2 | $282K | Buy |
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|
2022
Q1 | $266K | Hold |
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|
2021
Q4 | $268K | Buy |
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|
2021
Q3 | $213K | Hold |
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|
2021
Q2 | $217K | Buy |
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