Dumont & Blake Investment 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
Q3 | $2.23M | Buy |
|
|||||
|
2025
Q2 | $2.1M | Sell |
|
|||||
|
2025
Q1 | $2.05M | Buy |
|
|||||
|
2024
Q4 | $2.05M | Sell |
|
|||||
|
2024
Q3 | $2.13M | Sell |
|
|||||
|
2024
Q2 | $3.92M | Buy |
|
|||||
|
2024
Q1 | $1.92M | Buy |
|
|||||
|
2023
Q4 | $1.77M | Sell |
|
|||||
|
2023
Q3 | $1.57M | Buy |
|
|||||
|
2023
Q2 | $1.59M | Buy |
|
|||||
|
2023
Q1 | $1.48M | Sell |
|
|||||
|
2022
Q4 | $1.43M | Sell |
|
|||||
|
2022
Q3 | $1.27M | Sell |
|
|||||
|
2022
Q2 | $1.37M | Sell |
|
|||||
|
2022
Q1 | $1.56M | Buy |
|