Financial Partners Group (Kansas)’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 | $657K | Buy |
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|
2025
Q1 | $626K | Buy |
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|
2024
Q4 | $625K | Buy |
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|
2024
Q3 | $639K | Buy |
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|
2024
Q2 | $507K | Buy |
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|
2024
Q1 | $506K | Buy |
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|
2023
Q4 | $465K | Buy |
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|
2023
Q3 | $416K | Buy |
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|
2023
Q2 | $435K | Buy |
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|
2023
Q1 | $402K | Buy |
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|
2022
Q4 | $414K | Buy |
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|
2022
Q3 | $339K | Buy |
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|
2022
Q2 | $361K | Sell |
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|
2022
Q1 | $419K | Buy |
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|
2021
Q4 | $399K | Sell |
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|
2021
Q3 | $379K | Buy |
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|
2021
Q2 | $367K | Buy |
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|
2021
Q1 | $350K | Buy |
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|
2020
Q4 | $325K | Buy |
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|
2020
Q3 | $278K | Buy |
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|
2020
Q2 | $242K | Sell |
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|
2020
Q1 | $232K | Sell |
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|
2019
Q4 | $4.3M | Buy |
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|
2019
Q3 | $3.79M | Sell |
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|
2019
Q2 | $3.9M | Sell |
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|
2019
Q1 | $3.82M | Buy |
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|
2018
Q4 | $1.83M | Buy |
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|
2018
Q3 | $853K | Buy |
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|
2018
Q2 | $730K | Buy |
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|
2018
Q1 | $656K | Sell |
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|
2017
Q4 | $3.11M | Buy |
|