Edgar Lomax Company’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 | $4.06M | Sell |
|
|||||
|
2025
Q1 | $3.96M | Sell |
|
|||||
|
2024
Q4 | $4.99M | Buy |
|
|||||
|
2024
Q3 | $3.77M | Hold |
|
|||||
|
2024
Q2 | $3.48M | Sell |
|
|||||
|
2024
Q1 | $3.58M | Sell |
|
|||||
|
2023
Q4 | $5.15M | Buy |
|
|||||
|
2023
Q3 | $3.11M | Sell |
|
|||||
|
2023
Q2 | $3.28M | Hold |
|
|||||
|
2023
Q1 | $3.09M | Sell |
|
|||||
|
2022
Q4 | $4.55M | Buy |
|
|||||
|
2022
Q3 | $2.62M | Hold |
|
|||||
|
2022
Q2 | $2.8M | Hold |
|
|||||
|
2022
Q1 | $3.17M | Hold |
|
|||||
|
2021
Q4 | $3.19M | Buy |
|
|||||
|
2021
Q3 | $2.94M | Hold |
|
|||||
|
2021
Q2 | $2.99M | Sell |
|
|||||
|
2021
Q1 | $3.32M | Hold |
|
|||||
|
2020
Q4 | $3.01M | Hold |
|
|||||
|
2020
Q3 | $2.64M | Buy |
|
|||||
|
2020
Q2 | $1.86M | Hold |
|
|||||
|
2020
Q1 | $1.66M | Hold |
|
|||||
|
2019
Q4 | $2.24M | Hold |
|
|||||
|
2019
Q3 | $2.05M | Buy |
|
|||||
|
2019
Q2 | $1.92M | Buy |
|
|||||
|
2019
Q1 | $1.82M | Hold |
|
|||||
|
2018
Q4 | $1.63M | Hold |
|
|||||
|
2018
Q3 | $1.87M | Hold |
|
|||||
|
2018
Q2 | $1.78M | Buy |
|
|||||
|
2018
Q1 | $976K | Hold |
|
|||||
|
2017
Q4 | $1.02M | Hold |
|
|||||
|
2017
Q3 | $964K | Hold |
|
|||||
|
2017
Q2 | $937K | Buy |
|
|||||
|
2017
Q1 | $880K | Hold |
|
|||||
|
2016
Q4 | $857K | Hold |
|
|||||
|
2016
Q3 | $803K | Hold |
|
|||||
|
2016
Q2 | $785K | Hold |
|
|||||
|
2016
Q1 | $760K | Buy |
|
|||||
|
2015
Q4 | $652K | Hold |
|
|||||
|
2015
Q3 | $618K | Hold |
|
|||||
|
2015
Q2 | $679K | Hold |
|
|||||
|
2015
Q1 | $681K | Hold |
|
|||||
|
2014
Q4 | $690K | Hold |
|
|||||
|
2014
Q3 | $663K | Buy |
|
|||||
|
2014
Q2 | $604K | Buy |
|
|||||
|
2014
Q1 | $567K | Buy |
|