Guyasuta Investment 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 | $410K | Buy |
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|
2025
Q2 | $363K | Hold |
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|
2025
Q1 | $354K | Buy |
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|
2024
Q4 | $352K | Hold |
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|
2024
Q3 | $363K | Hold |
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|
2024
Q2 | $320K | Hold |
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|
2024
Q1 | $320K | Hold |
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|
2023
Q4 | $320K | Hold |
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|
2023
Q3 | $283K | Hold |
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|
2023
Q2 | $297K | Hold |
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|
2023
Q1 | $280K | Hold |
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|
2022
Q4 | $267K | Hold |
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|
2022
Q3 | $237K | Hold |
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|
2022
Q2 | $253K | Hold |
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|
2022
Q1 | $287K | Hold |
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|
2021
Q4 | $289K | Hold |
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|
2021
Q3 | $268K | Hold |
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|
2021
Q2 | $272K | Hold |
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|
2021
Q1 | $260K | Hold |
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|
2020
Q4 | $236K | Hold |
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|
2020
Q3 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $240K | Hold |
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|
2019
Q3 | $219K | Hold |
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|
2019
Q2 | $215K | Hold |
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|
2019
Q1 | $208K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $228K | Sell |
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|
2018
Q2 | $264K | Sell |
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|
2018
Q1 | $267K | Hold |
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|
2017
Q4 | $279K | Hold |
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|
2017
Q3 | $263K | Hold |
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|
2017
Q2 | $256K | Hold |
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|
2017
Q1 | $254K | Hold |
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|
2016
Q4 | $247K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $352K | Buy |
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