Financial Perspectives’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 | $170K | Buy |
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|
2025
Q2 | $94.4K | Buy |
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|
2025
Q1 | $91.7K | Buy |
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|
2024
Q4 | $91.5K | Buy |
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|
2024
Q3 | $94K | Buy |
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|
2024
Q2 | $86.3K | Buy |
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|
2024
Q1 | $88.1K | Buy |
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|
2023
Q4 | $81.6K | Buy |
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|
2023
Q3 | $71.5K | Hold |
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|
2023
Q2 | $74.9K | Buy |
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|
2023
Q1 | $70.3K | Buy |
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|
2022
Q4 | $66.9K | Buy |
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|
2022
Q3 | $58.9K | Buy |
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|
2022
Q2 | $62.6K | Buy |
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|
2022
Q1 | $70.6K | Buy |
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|
2021
Q4 | $70.7K | Buy |
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|
2021
Q3 | $65.3K | Buy |
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|
2021
Q2 | $65.9K | Sell |
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|
2021
Q1 | $445K | Buy |
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|
2020
Q4 | $56.7K | Sell |
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|
2020
Q3 | $261K | Buy |
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|
2020
Q2 | $250K | Buy |
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|
2020
Q1 | $221K | Buy |
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|
2019
Q4 | $296K | Buy |
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