Evolution Wealth Advisors’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 | $285K | Hold |
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|
2025
Q1 | $278K | Sell |
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|
2024
Q4 | $379K | Hold |
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|
2024
Q3 | $391K | Buy |
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|
2024
Q2 | $257K | Hold |
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|
2024
Q1 | $264K | Hold |
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|
2023
Q4 | $246K | Hold |
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|
2023
Q3 | $218K | Sell |
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|
2023
Q2 | $238K | Hold |
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|
2023
Q1 | $224K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $68K | Sell |
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|
2021
Q2 | $2.66M | Sell |
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|
2021
Q1 | $2.66M | Sell |
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|
2020
Q4 | $2.48M | Sell |
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|
2020
Q3 | $5.72M | Sell |
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|
2020
Q2 | $5.53M | Buy |
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|
2020
Q1 | $4.18M | Buy |
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|
2019
Q4 | $5.58M | Sell |
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|
2019
Q3 | $5.2M | Buy |
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|
2019
Q2 | $5.07M | Sell |
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|
2019
Q1 | $4.94M | Sell |
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|
2018
Q4 | $4.72M | Buy |
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