Essex Savings Bank’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 | $624K | Sell |
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|
2025
Q1 | $772K | Sell |
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|
2024
Q4 | $800K | Sell |
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|
2024
Q3 | $866K | Buy |
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|
2024
Q2 | $245K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $563K | Hold |
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|
2023
Q2 | $590K | Hold |
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|
2023
Q1 | $556K | Hold |
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|
2022
Q4 | $531K | Sell |
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|
2022
Q3 | $500K | Hold |
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|
2022
Q2 | $535K | Hold |
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|
2022
Q1 | $606K | Sell |
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|
2021
Q4 | $636K | Hold |
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|
2021
Q3 | $614K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $35K | Hold |
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|
2019
Q1 | $33K | Hold |
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|
2018
Q4 | $30K | Buy |
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