Gryphon Financial 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 | $2.8M | Buy |
|
|||||
|
2025
Q1 | $2.73M | Buy |
|
|||||
|
2024
Q4 | $2.64M | Buy |
|
|||||
|
2024
Q3 | $2.73M | Sell |
|
|||||
|
2024
Q2 | $2.6M | Sell |
|
|||||
|
2024
Q1 | $2.79M | Buy |
|
|||||
|
2023
Q4 | $2.4M | Buy |
|
|||||
|
2023
Q3 | $2.12M | Hold |
|
|||||
|
2023
Q2 | $2.23M | Buy |
|
|||||
|
2023
Q1 | $2.09M | Buy |
|
|||||
|
2022
Q4 | $2M | Buy |
|
|||||
|
2022
Q3 | $1.76M | Buy |
|
|||||
|
2022
Q2 | $689K | Buy |
|
|||||
|
2022
Q1 | $554K | Buy |
|
|||||
|
2021
Q4 | $557K | Buy |
|
|||||
|
2021
Q3 | $452K | Sell |
|
|||||
|
2021
Q2 | $500K | Hold |
|
|||||
|
2021
Q1 | $478K | Hold |
|
|||||
|
2020
Q4 | $433K | Hold |
|
|||||
|
2020
Q3 | $381K | Hold |
|
|||||
|
2020
Q2 | $366K | Hold |
|
|||||
|
2020
Q1 | $326K | Hold |
|
|||||
|
2019
Q4 | $440K | Hold |
|
|||||
|
2019
Q3 | $403K | Sell |
|
|||||
|
2019
Q2 | $410K | Hold |
|
|||||
|
2019
Q1 | $396K | Sell |
|
|||||
|
2018
Q4 | $417K | Hold |
|
|||||
|
2018
Q3 | $477K | Hold |
|
|||||
|
2018
Q2 | $454K | Sell |
|
|||||
|
2018
Q1 | $466K | Hold |
|
|||||
|
2017
Q4 | $487K | Buy |
|