Disciplined Investments’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 | $610K | Hold |
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|
2025
Q2 | $577K | Buy |
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|
2025
Q1 | $507K | Sell |
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|
2024
Q4 | $609K | Buy |
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|
2024
Q3 | $620K | Buy |
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|
2024
Q2 | $548K | Hold |
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|
2024
Q1 | $562K | Buy |
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|
2023
Q4 | $487K | Buy |
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|
2023
Q3 | $431K | Sell |
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|
2023
Q2 | $616K | Sell |
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|
2023
Q1 | $798K | Buy |
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|
2022
Q4 | $763K | Sell |
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|
2022
Q3 | $745K | Buy |
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|
2022
Q2 | $789K | Buy |
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|
2022
Q1 | $854K | Buy |
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|
2021
Q4 | $816K | Sell |
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|
2021
Q3 | $785K | Buy |
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|
2021
Q2 | $796K | Buy |
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|
2021
Q1 | $741K | Buy |
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|
2020
Q4 | $664K | Buy |
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|
2020
Q3 | $531K | Buy |
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|
2020
Q2 | $511K | Buy |
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|
2020
Q1 | $446K | Sell |
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|
2019
Q4 | $782K | Buy |
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