FAS Wealth Partners’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
Q3 | $8.72M | Sell |
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|
2025
Q2 | $8.32M | Sell |
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|
2025
Q1 | $8.25M | Sell |
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|
2024
Q4 | $8.74M | Sell |
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|
2024
Q3 | $9.06M | Sell |
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|
2024
Q2 | $8.6M | Buy |
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|
2024
Q1 | $8.79M | Buy |
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|
2023
Q4 | $8.16M | Sell |
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|
2023
Q3 | $7.35M | Sell |
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|
2023
Q2 | $7.7M | Sell |
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|
2023
Q1 | $7.39M | Sell |
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|
2022
Q4 | $7.29M | Buy |
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|
2022
Q3 | $5.93M | Buy |
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|
2022
Q2 | $5.72M | Buy |
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|
2022
Q1 | $6.02M | Buy |
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|
2021
Q4 | $6.03M | Buy |
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|
2021
Q3 | $5.55M | Sell |
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|
2021
Q2 | $6.09M | Sell |
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|
2021
Q1 | $5.84M | Buy |
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|
2020
Q4 | $5.08M | Buy |
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|
2020
Q3 | $4.25M | Sell |
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|
2020
Q2 | $4.12M | Buy |
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|
2020
Q1 | $3.45M | Buy |
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|
2019
Q4 | $3.78M | Buy |
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|
2019
Q3 | $3.35M | Buy |
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|
2019
Q2 | $3.14M | Buy |
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|
2019
Q1 | $2.93M | Buy |
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|
2018
Q4 | $2.33M | Buy |
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|
2018
Q3 | $313K | Buy |
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|
2018
Q2 | $258K | Sell |
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|
2018
Q1 | $258K | Sell |
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|
2017
Q4 | $290K | Sell |
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|
2017
Q3 | $275K | Buy |
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|
2017
Q2 | $267K | Buy |
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|
2017
Q1 | $264K | Sell |
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|
2016
Q4 | $354K | Buy |
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|
2016
Q3 | $329K | Sell |
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|
2016
Q2 | $339K | Sell |
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|
2016
Q1 | $354K | Sell |
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|
2015
Q4 | $357K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $266K | Buy |
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|
2015
Q1 | $265K | Buy |
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|
2014
Q4 | $267K | Buy |
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