Curtis Advisory Group’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 | $384K | Hold |
|
|||||
|
2025
Q1 | $374K | Hold |
|
|||||
|
2024
Q4 | $375K | Hold |
|
|||||
|
2024
Q3 | $387K | Hold |
|
|||||
|
2024
Q2 | $357K | Hold |
|
|||||
|
2024
Q1 | $367K | Hold |
|
|||||
|
2023
Q4 | $342K | Hold |
|
|||||
|
2023
Q3 | $302K | Hold |
|
|||||
|
2023
Q2 | $317K | Hold |
|
|||||
|
2023
Q1 | $298K | Hold |
|
|||||
|
2022
Q4 | $285K | Hold |
|
|||||
|
2022
Q3 | $252K | Hold |
|
|||||
|
2022
Q2 | $270K | Hold |
|
|||||
|
2022
Q1 | $306K | Hold |
|
|||||
|
2021
Q4 | $308K | Hold |
|
|||||
|
2021
Q3 | $286K | Hold |
|
|||||
|
2021
Q2 | $290K | Hold |
|
|||||
|
2021
Q1 | $277K | Hold |
|
|||||
|
2020
Q4 | $251K | Hold |
|
|||||
|
2020
Q3 | $221K | Hold |
|
|||||
|
2020
Q2 | $213K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $255K | Buy |
|