Forvis Mazars 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 | $4.55M | Sell |
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|
2025
Q1 | $4.77M | Sell |
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|
2024
Q4 | $7.27M | Buy |
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|
2024
Q3 | $6.79M | Sell |
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|
2024
Q2 | $6.47M | Sell |
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|
2024
Q1 | $7.97M | Buy |
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|
2023
Q4 | $6.53M | Hold |
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|
2023
Q3 | $5.78M | Sell |
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|
2023
Q2 | $6.11M | Sell |
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|
2023
Q1 | $5.99M | Sell |
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|
2022
Q4 | $6.04M | Sell |
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|
2022
Q3 | $5.6M | Buy |
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|
2022
Q2 | $5.82M | Buy |
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|
2022
Q1 | $6.16M | Buy |
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|
2021
Q4 | $3.67M | Buy |
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|
2021
Q3 | $3.01M | Buy |
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|
2021
Q2 | $2.81M | Buy |
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|
2021
Q1 | $2.68M | Sell |
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|
2020
Q4 | $4.5M | Sell |
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|
2020
Q3 | $9.71M | Sell |
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|
2020
Q2 | $12.3M | Sell |
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|
2020
Q1 | $11M | Buy |
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|
2019
Q4 | $13.9M | Buy |
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|
2019
Q3 | $3.54M | Buy |
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|
2019
Q2 | $2.01M | Sell |
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|
2019
Q1 | $2.6M | Sell |
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|
2018
Q4 | $20.5M | Buy |
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|
2018
Q3 | $20.7M | Buy |
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|
2018
Q2 | $16.7M | Buy |
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|
2018
Q1 | $405K | Sell |
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|
2017
Q4 | $6.07M | Buy |
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|
2017
Q3 | $469K | Sell |
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|
2017
Q2 | $546K | Sell |
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|
2017
Q1 | $704K | Sell |
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|
2016
Q4 | $939K | Sell |
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|
2016
Q3 | $6.84M | Buy |
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|
2016
Q2 | $242K | Buy |
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|
2016
Q1 | $225K | Hold |
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|
2015
Q4 | $222K | Buy |
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|
2015
Q3 | $200K | Hold |
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|
2015
Q2 | $219K | Hold |
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|
2015
Q1 | $220K | Hold |
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|
2014
Q4 | $223K | Hold |
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|
2014
Q3 | $214K | Sell |
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|
2014
Q2 | $243K | Sell |
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|
2014
Q1 | $256K | Hold |
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|
2013
Q4 | $252K | Hold |
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|
2013
Q3 | $231K | Buy |
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