Essex Financial Services’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 | $1.97M | Buy |
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|
2025
Q1 | $1.55M | Sell |
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|
2024
Q4 | $1.71M | Buy |
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|
2024
Q3 | $1.59M | Sell |
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|
2024
Q2 | $2.04M | Buy |
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|
2024
Q1 | $1.86M | Buy |
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|
2023
Q4 | $1.66M | Buy |
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|
2023
Q3 | $1.34M | Sell |
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|
2023
Q2 | $1.42M | Sell |
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|
2023
Q1 | $1.38M | Sell |
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|
2022
Q4 | $1.4M | Sell |
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|
2022
Q3 | $1.25M | Buy |
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|
2022
Q2 | $1.16M | Sell |
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|
2022
Q1 | $1.35M | Buy |
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|
2021
Q4 | $1.19M | Sell |
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|
2021
Q3 | $1.13M | Buy |
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|
2021
Q2 | $1.04M | Hold |
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|
2021
Q1 | $1.04M | Buy |
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|
2020
Q4 | $754K | Buy |
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