Element Wealth’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 | $413K | Sell |
|
|||||
|
2025
Q2 | $499K | Buy |
|
|||||
|
2025
Q1 | $440K | Buy |
|
|||||
|
2024
Q4 | $437K | Buy |
|
|||||
|
2024
Q3 | $409K | Sell |
|
|||||
|
2024
Q2 | $410K | Sell |
|
|||||
|
2024
Q1 | $435K | Buy |
|
|||||
|
2023
Q4 | $379K | Sell |
|
|||||
|
2023
Q3 | $351K | Buy |
|
|||||
|
2023
Q2 | $348K | Buy |
|
|||||
|
2023
Q1 | $318K | Hold |
|
|||||
|
2022
Q4 | $304K | Buy |
|
|||||
|
2022
Q3 | $253K | Buy |
|
|||||
|
2022
Q2 | $77K | Hold |
|
|||||
|
2022
Q1 | $87K | Sell |
|
|||||
|
2021
Q4 | $110K | Sell |
|
|||||
|
2021
Q3 | $108K | Hold |
|
|||||
|
2021
Q2 | $109K | Hold |
|
|||||
|
2021
Q1 | $105K | Hold |
|
|||||
|
2020
Q4 | $95K | Sell |
|
|||||
|
2020
Q3 | $89K | Sell |
|
|||||
|
2020
Q2 | $161K | Hold |
|
|||||
|
2020
Q1 | $143K | Hold |
|
|||||
|
2019
Q4 | $194K | Buy |
|