Great Valley Advisor Group’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 | $8.13M | Sell |
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|
2025
Q1 | $8.36M | Buy |
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|
2024
Q4 | $8.31M | Buy |
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|
2024
Q3 | $8.48M | Buy |
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|
2024
Q2 | $7.77M | Sell |
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|
2024
Q1 | $8.01M | Sell |
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|
2023
Q4 | $7.89M | Sell |
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|
2023
Q3 | $7.07M | Sell |
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|
2023
Q2 | $8.1M | Buy |
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|
2023
Q1 | $7.44M | Sell |
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|
2022
Q4 | $7.18M | Sell |
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|
2022
Q3 | $7.5M | Buy |
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|
2022
Q2 | $7.26M | Buy |
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|
2022
Q1 | $3.27M | Buy |
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|
2021
Q4 | $2.67M | Buy |
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|
2021
Q3 | $2.03M | Buy |
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|
2021
Q2 | $1.89M | Buy |
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|
2021
Q1 | $1.48M | Buy |
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|
2020
Q4 | $1.24M | Buy |
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|
2020
Q3 | $1.06M | Sell |
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|
2020
Q2 | $1.1M | Buy |
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|
2020
Q1 | $970K | Buy |
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|
2019
Q4 | $1.23M | Buy |
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|
2019
Q3 | $1.1M | Buy |
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|
2019
Q2 | $1.04M | Buy |
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|
2019
Q1 | $972K | Buy |
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