Financial Counselors Inc’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 | – | Sell |
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|
2025
Q1 | $2.93M | Buy |
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|
2024
Q4 | $2.17M | Sell |
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|
2024
Q3 | $2.26M | Buy |
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|
2024
Q2 | $2.06M | Buy |
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|
2024
Q1 | $1.68M | Sell |
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|
2023
Q4 | $1.77M | Buy |
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|
2023
Q3 | $1.56M | Buy |
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|
2023
Q2 | $1.49M | Sell |
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|
2023
Q1 | $2.16M | Sell |
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|
2022
Q4 | $2.25M | Buy |
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|
2022
Q3 | $868K | Buy |
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|
2022
Q2 | $894K | Buy |
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|
2022
Q1 | $942K | Sell |
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|
2021
Q4 | $975K | Buy |
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|
2021
Q3 | $875K | Buy |
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|
2021
Q2 | $880K | Sell |
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|
2021
Q1 | $867K | Sell |
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|
2020
Q4 | $798K | Sell |
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|
2020
Q3 | $727K | Buy |
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|
2020
Q2 | $602K | Buy |
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|
2020
Q1 | $530K | Sell |
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|
2019
Q4 | $829K | Sell |
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|
2019
Q3 | $826K | Buy |
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|
2019
Q2 | $774K | Buy |
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|
2019
Q1 | $617K | Buy |
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|
2018
Q4 | $511K | Buy |
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|
2018
Q3 | $513K | Sell |
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|
2018
Q2 | $489K | Sell |
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|
2018
Q1 | $521K | Buy |
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|
2017
Q4 | $364K | Sell |
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|
2017
Q3 | $357K | Sell |
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|
2017
Q2 | $481K | Sell |
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|
2017
Q1 | $487K | Buy |
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|
2016
Q4 | $400K | Buy |
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|
2016
Q2 | $397K | Sell |
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|
2016
Q1 | $389K | Hold |
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|
2015
Q4 | $383K | Buy |
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|
2015
Q3 | $347K | Hold |
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|
2015
Q2 | $380K | Buy |
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|
2015
Q1 | $276K | Buy |
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|
2014
Q4 | $272K | Hold |
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|
2014
Q3 | $261K | Sell |
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|
2014
Q2 | $267K | Buy |
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|
2014
Q1 | $232K | Buy |
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|
2013
Q4 | $226K | Sell |
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|
2013
Q3 | $229K | Buy |
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