Halpern Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $49.9M | Sell |
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|
2024
Q2 | $47.5M | Sell |
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|
2024
Q1 | $48.7M | Sell |
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|
2023
Q4 | $46.2M | Sell |
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|
2023
Q3 | $43.3M | Sell |
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|
2023
Q2 | $45.5M | Buy |
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|
2023
Q1 | $41.4M | Sell |
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|
2022
Q4 | $39.9M | Buy |
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|
2022
Q3 | $35M | Buy |
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|
2022
Q2 | $35.5M | Buy |
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|
2022
Q1 | $36.3M | Buy |
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|
2021
Q4 | $33.3M | Buy |
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|
2021
Q3 | $29.6M | Buy |
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|
2021
Q2 | $26.7M | Buy |
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|
2021
Q1 | $23.9M | Buy |
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|
2020
Q4 | $20.6M | Buy |
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|
2020
Q3 | $17.3M | Buy |
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|
2020
Q2 | $16M | Buy |
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|
2020
Q1 | $13M | Buy |
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|
2019
Q4 | $16.3M | Buy |
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