Diversified Portfolios Inc’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 | $1.38M | Sell |
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|
2025
Q1 | $1.36M | Buy |
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|
2024
Q4 | $1.36M | Buy |
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|
2024
Q3 | $1.39M | Hold |
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|
2024
Q2 | $1.29M | Hold |
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|
2024
Q1 | $1.32M | Sell |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $1.07M | Sell |
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|
2023
Q2 | $1.23M | Hold |
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|
2023
Q1 | $1.16M | Buy |
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|
2022
Q4 | $1.1M | Buy |
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|
2022
Q3 | $969K | Sell |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.28M | Buy |
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|
2021
Q4 | $1.25M | Hold |
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|
2021
Q3 | $1.16M | Hold |
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|
2021
Q2 | $1.17M | Hold |
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|
2021
Q1 | $1.12M | Hold |
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|
2020
Q4 | $1.02M | Sell |
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|
2020
Q3 | $899K | Sell |
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|
2020
Q2 | $867K | Sell |
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|
2020
Q1 | $782K | Sell |
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|
2019
Q4 | $1.13M | Hold |
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|
2019
Q3 | $1.04M | Sell |
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|
2019
Q2 | $1.02M | Buy |
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|
2019
Q1 | $898K | Sell |
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|
2018
Q4 | $815K | Sell |
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|
2018
Q3 | $969K | Sell |
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|
2018
Q2 | $927K | Sell |
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|
2018
Q1 | $930K | Hold |
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|
2017
Q4 | $971K | Hold |
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|
2017
Q3 | $918K | Hold |
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|
2017
Q2 | $893K | Hold |
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|
2017
Q1 | $885K | Hold |
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|
2016
Q4 | $862K | Hold |
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|
2016
Q3 | $808K | Hold |
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|
2016
Q2 | $790K | Sell |
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|
2016
Q1 | $781K | Hold |
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|
2015
Q4 | $768K | Sell |
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|
2015
Q3 | $769K | Sell |
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|
2015
Q2 | $860K | Sell |
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|
2015
Q1 | $887K | Hold |
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|
2014
Q4 | $899K | Buy |
|