Evensky & Katz’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 | $1.01M | Buy |
|
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|
2025
Q1 | $986K | Sell |
|
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|
2024
Q4 | $1.03M | Buy |
|
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|
2024
Q3 | $1.06M | Sell |
|
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|
2024
Q2 | $985K | Sell |
|
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|
2024
Q1 | $1.03M | Hold |
|
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|
2023
Q4 | $959K | Sell |
|
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|
2023
Q3 | $851K | Sell |
|
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|
2023
Q2 | $1.1M | Sell |
|
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|
2023
Q1 | $1.09M | Buy |
|
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|
2022
Q4 | $1.01M | Sell |
|
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|
2022
Q3 | $925K | Buy |
|
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|
2022
Q2 | $987K | Buy |
|
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|
2022
Q1 | $1.11M | Sell |
|
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|
2021
Q4 | $1.18M | Buy |
|
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|
2021
Q3 | $1.04M | Sell |
|
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|
2021
Q2 | $1.06M | Sell |
|
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|
2021
Q1 | $1.07M | Sell |
|
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|
2020
Q4 | $988K | Sell |
|
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|
2020
Q3 | $880K | Sell |
|
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|
2020
Q2 | $851K | Buy |
|
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|
2020
Q1 | $749K | Sell |
|
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|
2019
Q4 | $1.01M | Sell |
|
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|
2019
Q3 | $965K | Sell |
|
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|
2019
Q2 | $979K | Sell |
|
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|
2019
Q1 | $973K | Buy |
|