Evermay 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 | $340K | Sell |
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|
2025
Q1 | $346K | Hold |
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|
2024
Q4 | $347K | Hold |
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|
2024
Q3 | $358K | Buy |
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|
2024
Q2 | $317K | Hold |
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|
2024
Q1 | $325K | Buy |
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|
2023
Q4 | $294K | Buy |
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|
2023
Q3 | $212K | Hold |
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|
2023
Q2 | $221K | Hold |
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|
2023
Q1 | $208K | Buy |
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|
2022
Q4 | $155K | Hold |
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|
2022
Q3 | $137K | Buy |
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|
2022
Q2 | $71K | Hold |
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|
2022
Q1 | $81K | Hold |
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|
2021
Q4 | $81K | Hold |
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|
2021
Q3 | $75K | Hold |
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|
2021
Q2 | $76K | Buy |
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