CWS Financial 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 | $527K | Buy |
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|
2025
Q1 | $514K | Buy |
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|
2024
Q4 | $507K | Buy |
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|
2024
Q3 | $523K | Buy |
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|
2024
Q2 | $482K | Buy |
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|
2024
Q1 | $484K | Buy |
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|
2023
Q4 | $450K | Hold |
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|
2023
Q3 | $398K | Hold |
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|
2023
Q2 | $417K | Hold |
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|
2023
Q1 | $393K | Hold |
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|
2022
Q4 | $366K | Hold |
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|
2022
Q3 | $333K | Hold |
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|
2022
Q2 | $356K | Hold |
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|
2022
Q1 | $403K | Hold |
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|
2021
Q4 | $405K | Buy |
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|
2021
Q2 | $382K | Hold |
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|
2021
Q1 | $366K | Hold |
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|
2020
Q4 | $331K | Hold |
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|
2020
Q3 | $291K | Hold |
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|
2020
Q2 | $280K | Sell |
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|
2020
Q1 | $420K | Hold |
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|
2019
Q4 | $420K | Buy |
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