Cypress Wealth Services’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 | $12.3M | Buy |
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|
2025
Q2 | $11.5M | Sell |
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|
2025
Q1 | $11.7M | Buy |
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|
2024
Q4 | $8.04M | Buy |
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|
2024
Q3 | $7.91M | Buy |
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|
2024
Q2 | $7.23M | Buy |
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|
2024
Q1 | $6.72M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $224K | Buy |
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|
2022
Q2 | $209K | Buy |
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|
2022
Q1 | $235K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $522K | Buy |
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|
2019
Q3 | $453K | Hold |
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|
2019
Q2 | $444K | Buy |
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|
2019
Q1 | $392K | Buy |
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|
2018
Q4 | $311K | Buy |
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