Creative Financial Designs’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 | $1.27M | Buy |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $917K | Buy |
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|
2023
Q4 | $34.1K | Sell |
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|
2023
Q3 | $80.7K | Buy |
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|
2023
Q2 | $83.9K | Buy |
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|
2023
Q1 | $78.9K | Sell |
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|
2022
Q4 | $98K | Sell |
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|
2022
Q3 | $92K | Sell |
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|
2022
Q2 | $174K | Sell |
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|
2022
Q1 | $202K | Sell |
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|
2021
Q4 | $208K | Sell |
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|
2021
Q3 | $203K | Buy |
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|
2021
Q2 | $196K | Sell |
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|
2021
Q1 | $200K | Buy |
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|
2020
Q4 | $175K | Buy |
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|
2020
Q3 | $134K | Buy |
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|
2020
Q2 | $107K | Buy |
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|
2020
Q1 | $20K | Sell |
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|
2019
Q4 | $543K | Sell |
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|
2019
Q3 | $486K | Sell |
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|
2019
Q2 | $516K | Sell |
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|
2019
Q1 | $502K | Buy |
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|
2018
Q4 | $82K | Sell |
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|
2018
Q3 | $111K | Sell |
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|
2018
Q2 | $141K | Buy |
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|
2018
Q1 | $132K | Buy |
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|
2017
Q4 | $135K | Sell |
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|
2017
Q3 | $155K | Sell |
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|
2017
Q2 | $191K | Hold |
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|
2017
Q1 | $190K | Sell |
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|
2016
Q4 | $188K | Buy |
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