Darwin 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
Q3 | $107K | Sell |
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|
2025
Q2 | $103K | Sell |
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|
2025
Q1 | $140K | Hold |
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|
2024
Q4 | $140K | Sell |
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|
2024
Q3 | $189K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $256K | Sell |
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|
2022
Q2 | $296K | Sell |
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|
2022
Q1 | $408K | Sell |
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|
2021
Q4 | $416K | Sell |
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|
2021
Q3 | $407K | Sell |
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|
2021
Q2 | $415K | Sell |
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|
2021
Q1 | $427K | Sell |
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|
2020
Q4 | $508K | Buy |
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|
2020
Q3 | $442K | Sell |
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|
2020
Q2 | $1.31M | Sell |
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|
2020
Q1 | $1.24M | Sell |
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|
2019
Q4 | $1.78M | Sell |
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|
2019
Q3 | $1.75M | Sell |
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|
2019
Q2 | $1.85M | Sell |
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|
2019
Q1 | $1.93M | Sell |
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|
2018
Q4 | $1.75M | Sell |
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|
2018
Q3 | $2.69M | Sell |
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|
2018
Q2 | $2.62M | Sell |
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|
2018
Q1 | $2.64M | Sell |
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|
2017
Q4 | $3.01M | Buy |
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|
2017
Q3 | $2.76M | Buy |
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|
2017
Q2 | $2.21M | Buy |
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|
2017
Q1 | $1.75M | Buy |
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|
2016
Q4 | $1.15M | Buy |
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