Element Pointe 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
Q2 | $477K | Hold |
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|
2025
Q1 | $465K | Hold |
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|
2024
Q4 | $466K | Hold |
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|
2024
Q3 | $481K | Hold |
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|
2024
Q2 | $444K | Hold |
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|
2024
Q1 | $456K | Hold |
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|
2023
Q4 | $424K | Hold |
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|
2023
Q3 | $375K | Hold |
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|
2023
Q2 | $393K | Hold |
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|
2023
Q1 | $370K | Hold |
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|
2022
Q4 | $354K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $335K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.52M | Hold |
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|
2020
Q3 | $2.21M | Hold |
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|
2020
Q2 | $2.13M | Hold |
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|
2020
Q1 | $1.9M | Hold |
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|
2019
Q4 | $2.56M | Hold |
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|
2019
Q3 | $2.35M | Hold |
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|
2019
Q2 | $2.3M | Hold |
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|
2019
Q1 | $2.22M | Hold |
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|
2018
Q4 | $1.99M | Buy |
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