Glassman Wealth Services’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 | $835K | Sell |
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|
2025
Q1 | $851K | Buy |
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|
2024
Q4 | $816K | Sell |
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|
2024
Q3 | $880K | Hold |
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|
2024
Q2 | $812K | Sell |
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|
2024
Q1 | $837K | Sell |
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|
2023
Q4 | $780K | Sell |
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|
2023
Q3 | $694K | Hold |
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|
2023
Q2 | $727K | Hold |
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|
2023
Q1 | $684K | Sell |
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|
2022
Q4 | $664K | Hold |
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|
2022
Q3 | $588K | Hold |
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|
2022
Q2 | $629K | Hold |
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|
2022
Q1 | $713K | Hold |
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|
2021
Q4 | $717K | Hold |
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|
2021
Q3 | $665K | Hold |
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|
2021
Q2 | $676K | Buy |
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|
2021
Q1 | $99K | Hold |
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|
2020
Q4 | $90K | Hold |
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|
2020
Q3 | $79K | Hold |
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|
2020
Q2 | $76K | Hold |
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|
2020
Q1 | $68K | Buy |
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|
2019
Q4 | $77K | Hold |
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|
2019
Q3 | $70K | Hold |
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|
2019
Q2 | $69K | Buy |
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|
2019
Q1 | $11K | Hold |
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|
2018
Q4 | $10K | Hold |
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|
2018
Q3 | $12K | Hold |
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|
2018
Q2 | $11K | Hold |
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|
2018
Q1 | $11K | Hold |
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|
2017
Q4 | $11K | Hold |
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|
2017
Q3 | $11K | Hold |
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|
2017
Q2 | $10K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $26K | Buy |
|