Cornerstone 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
Q4 | $210K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $201K | Sell |
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|
2024
Q2 | $203K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $385K | Sell |
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|
2019
Q2 | $671K | Sell |
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|
2019
Q1 | $2.31M | Sell |
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|
2018
Q4 | $1.9M | Sell |
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|
2018
Q3 | $14.8M | Buy |
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|
2018
Q2 | $12.3M | Buy |
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|
2018
Q1 | $964K | Buy |
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|
2017
Q4 | $724K | Sell |
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|
2017
Q3 | $1.61M | Buy |
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|
2017
Q2 | $921K | Sell |
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|
2017
Q1 | $1.1M | Buy |
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