Dynamic Advisor Solutions’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 | $635K | Sell |
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|
2025
Q2 | $619K | Sell |
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|
2025
Q1 | $641K | Sell |
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|
2024
Q4 | $748K | Sell |
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|
2024
Q3 | $1.35M | Sell |
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|
2024
Q2 | $1.36M | Buy |
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|
2024
Q1 | $1.39M | Buy |
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|
2023
Q4 | $1.27M | Buy |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $740K | Buy |
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|
2023
Q1 | $547K | Hold |
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|
2022
Q4 | $523K | Buy |
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|
2022
Q3 | $446K | Buy |
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|
2022
Q2 | $473K | Sell |
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|
2022
Q1 | $705K | Buy |
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|
2021
Q4 | $541K | Sell |
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|
2021
Q3 | $651K | Buy |
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|
2021
Q2 | $598K | Sell |
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|
2021
Q1 | $663K | Buy |
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|
2020
Q4 | $503K | Sell |
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|
2020
Q3 | $664K | Buy |
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|
2020
Q2 | $638K | Sell |
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|
2020
Q1 | $620K | Sell |
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|
2019
Q4 | $865K | Buy |
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|
2019
Q3 | $792K | Sell |
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|
2019
Q2 | $775K | Buy |
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|
2019
Q1 | $555K | Buy |
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|
2018
Q4 | $532K | Buy |
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|
2018
Q3 | $294K | Sell |
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|
2018
Q2 | $1.25M | Buy |
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|
2018
Q1 | $1.14M | Buy |
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|
2017
Q4 | $853K | Buy |
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|
2017
Q3 | $785K | Buy |
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|
2017
Q2 | $744K | Sell |
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|
2017
Q1 | $780K | Sell |
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|
2016
Q4 | $785K | Buy |
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|
2016
Q3 | $664K | Buy |
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|
2016
Q2 | $608K | Buy |
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|
2016
Q1 | $518K | Sell |
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|
2015
Q4 | $512K | Buy |
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|
2015
Q3 | $439K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $572K | Sell |
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|
2014
Q4 | $745K | Buy |
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|
2014
Q3 | $232K | Buy |
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