Evercore 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
Q2 | $3.29M | Hold |
|
|||||
|
2025
Q1 | $3.21M | Sell |
|
|||||
|
2024
Q4 | $3.31M | Buy |
|
|||||
|
2024
Q3 | $2.87M | Sell |
|
|||||
|
2024
Q2 | $4.31M | Sell |
|
|||||
|
2024
Q1 | $4.46M | Sell |
|
|||||
|
2023
Q4 | $4.18M | Hold |
|
|||||
|
2023
Q3 | $3.7M | Sell |
|
|||||
|
2023
Q2 | $3.88M | Sell |
|
|||||
|
2023
Q1 | $3.65M | Buy |
|
|||||
|
2022
Q4 | $3.38M | Sell |
|
|||||
|
2022
Q3 | $3.03M | Sell |
|
|||||
|
2022
Q2 | $3.25M | Sell |
|
|||||
|
2022
Q1 | $3.71M | Sell |
|
|||||
|
2021
Q4 | $3.76M | Sell |
|
|||||
|
2021
Q3 | $3.54M | Sell |
|
|||||
|
2021
Q2 | $3.6M | Hold |
|
|||||
|
2021
Q1 | $3.44M | Buy |
|
|||||
|
2020
Q4 | $3.11M | Buy |
|
|||||
|
2020
Q3 | $2.62M | Sell |
|
|||||
|
2020
Q2 | $2.56M | Buy |
|
|||||
|
2020
Q1 | $2.22M | Sell |
|
|||||
|
2019
Q4 | $3.01M | Buy |
|
|||||
|
2019
Q3 | $885K | Hold |
|
|||||
|
2019
Q2 | $866K | Hold |
|
|||||
|
2019
Q1 | $837K | Hold |
|
|||||
|
2018
Q4 | $751K | Hold |
|
|||||
|
2018
Q3 | $860K | Hold |
|
|||||
|
2018
Q2 | $818K | Hold |
|
|||||
|
2018
Q1 | $812K | Hold |
|
|||||
|
2017
Q4 | $848K | Hold |
|
|||||
|
2017
Q3 | $801K | Hold |
|
|||||
|
2017
Q2 | $780K | Hold |
|
|||||
|
2017
Q1 | $773K | Hold |
|
|||||
|
2016
Q4 | $753K | Hold |
|
|||||
|
2016
Q3 | $705K | Hold |
|
|||||
|
2016
Q2 | $690K | Hold |
|
|||||
|
2016
Q1 | $668K | Hold |
|
|||||
|
2015
Q4 | $658K | Hold |
|
|||||
|
2015
Q3 | $624K | Hold |
|
|||||
|
2015
Q2 | $685K | Sell |
|
|||||
|
2015
Q1 | $1.47M | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $669K | Hold |
|
|||||
|
2014
Q2 | $671K | Hold |
|
|||||
|
2014
Q1 | $645K | Hold |
|
|||||
|
2013
Q4 | $635K | Hold |
|
|||||
|
2013
Q3 | $582K | Hold |
|
|||||
|
2013
Q2 | $563K | Buy |
|