Global Retirement Partners’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 | $17.9M | Buy |
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|
2024
Q4 | $15.5M | Sell |
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|
2024
Q3 | $16.6M | Sell |
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|
2024
Q2 | $16.9M | Buy |
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|
2024
Q1 | $14.9M | Buy |
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|
2023
Q4 | $11.9M | Buy |
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|
2023
Q3 | $10.1M | Sell |
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|
2023
Q2 | $11.5M | Sell |
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|
2023
Q1 | $11.5M | Buy |
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|
2022
Q4 | $2.91M | Buy |
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|
2022
Q3 | $2.29M | Buy |
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|
2022
Q2 | $1.89M | Sell |
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|
2022
Q1 | $2.84M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.32M | Buy |
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|
2021
Q2 | $1.32M | Buy |
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|
2021
Q1 | $851K | Buy |
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|
2020
Q4 | $403K | Buy |
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|
2020
Q3 | $208K | Sell |
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|
2020
Q2 | $370K | Sell |
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|
2020
Q1 | $452K | Buy |
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|
2019
Q4 | $428K | Sell |
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|
2019
Q3 | $421K | Buy |
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|
2019
Q2 | $292K | Sell |
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|
2019
Q1 | $600K | Sell |
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|
2018
Q4 | $816K | Sell |
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|
2018
Q3 | $2.17M | Buy |
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|
2018
Q2 | $1.74M | Buy |
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|
2018
Q1 | $1.59M | Sell |
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|
2017
Q4 | $1.8M | Buy |
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|
2017
Q3 | $1.3M | Sell |
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|
2017
Q2 | $1.3M | Buy |
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|
2017
Q1 | $1.06M | Buy |
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|
2016
Q4 | $477K | Buy |
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