Gradient Capital 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
Q3 | $535K | Hold |
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|
2025
Q2 | $506K | Hold |
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|
2025
Q1 | $494K | Hold |
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|
2024
Q4 | $494K | Sell |
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|
2024
Q3 | $544K | Hold |
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|
2024
Q2 | $502K | Hold |
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|
2024
Q1 | $515K | Buy |
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|
2023
Q4 | $468K | Hold |
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|
2023
Q3 | $414K | Hold |
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|
2023
Q2 | $434K | Hold |
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|
2023
Q1 | $409K | Hold |
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|
2022
Q4 | $391K | Sell |
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|
2022
Q3 | $349K | Hold |
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|
2022
Q2 | $373K | Hold |
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|
2022
Q1 | $422K | Hold |
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|
2021
Q4 | $425K | Hold |
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|
2021
Q3 | $395K | Hold |
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|
2021
Q2 | $401K | Hold |
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|
2021
Q1 | $383K | Hold |
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|
2020
Q4 | $347K | Hold |
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|
2020
Q3 | $305K | Hold |
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|
2020
Q2 | $294K | Hold |
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|
2020
Q1 | $261K | Hold |
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|
2019
Q4 | $353K | Hold |
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|
2019
Q3 | $323K | Hold |
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|
2019
Q2 | $316K | Sell |
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|
2019
Q1 | $360K | Hold |
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|
2018
Q4 | $323K | Sell |
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|
2018
Q3 | $417K | Hold |
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|
2018
Q2 | $396K | Hold |
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|
2018
Q1 | $393K | Hold |
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|
2017
Q4 | $411K | Buy |
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