Empirical Wealth Management’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 | $951K | Buy |
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|
2025
Q2 | $741K | Sell |
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|
2025
Q1 | $776K | Buy |
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|
2024
Q4 | $723K | Buy |
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|
2024
Q3 | $735K | Sell |
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|
2024
Q2 | $1.5M | Buy |
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|
2024
Q1 | $697K | Sell |
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|
2023
Q4 | $753K | Hold |
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|
2023
Q3 | $666K | Hold |
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|
2023
Q2 | $698K | Buy |
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|
2023
Q1 | $647K | Buy |
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|
2022
Q4 | $465K | Buy |
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|
2022
Q3 | $333K | Sell |
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|
2022
Q2 | $370K | Buy |
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|
2022
Q1 | $358K | Hold |
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|
2021
Q4 | $360K | Buy |
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|
2021
Q3 | $320K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $665K | Sell |
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|
2017
Q4 | $705K | Hold |
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|
2017
Q3 | $666K | Hold |
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|
2017
Q2 | $648K | Hold |
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|
2017
Q1 | $642K | Sell |
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|
2016
Q4 | $655K | Buy |
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