Geneos Wealth Management’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 | $9.02M | Buy |
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|
2025
Q2 | $8.49M | Sell |
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|
2025
Q1 | $16.7M | Buy |
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|
2024
Q4 | $8.13M | Buy |
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|
2024
Q3 | $8.33M | Buy |
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|
2024
Q2 | $7.62M | Sell |
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|
2024
Q1 | $7.86M | Sell |
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|
2023
Q4 | $7.33M | Sell |
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|
2023
Q3 | $6.61M | Buy |
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|
2023
Q2 | $6.79M | Sell |
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|
2023
Q1 | $6.41M | Buy |
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|
2022
Q4 | $6.08M | Buy |
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|
2022
Q3 | $5.37M | Sell |
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|
2022
Q2 | $6.27M | Buy |
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|
2022
Q1 | $7.01M | Sell |
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|
2021
Q4 | $7.19M | Buy |
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|
2021
Q3 | $6.59M | Sell |
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|
2021
Q2 | $8.79M | Sell |
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|
2021
Q1 | $9.17M | Sell |
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|
2020
Q4 | $8.39M | Buy |
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|
2020
Q3 | $4.54M | Buy |
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|
2020
Q2 | $4.02M | Sell |
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|
2020
Q1 | $3.7M | Sell |
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|
2019
Q4 | $5.06M | Sell |
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|
2019
Q3 | $4.63M | Sell |
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|
2019
Q2 | $4.55M | Buy |
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|
2019
Q1 | $3.96M | Sell |
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|
2018
Q4 | $3.58M | Sell |
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|
2018
Q3 | $4.13M | Sell |
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|
2018
Q2 | $3.98M | Buy |
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|
2018
Q1 | $3.78M | Sell |
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|
2017
Q4 | $4.07M | Buy |
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|
2017
Q3 | $3.67M | Buy |
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|
2017
Q2 | $3.55M | Buy |
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|
2017
Q1 | $3.4M | Buy |
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|
2016
Q4 | $3.28M | Buy |
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|
2016
Q3 | $2.91M | Buy |
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|
2016
Q2 | $2.62M | Buy |
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|
2016
Q1 | $2.22M | Buy |
|