Harbor Investment Advisory’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 | $3.93M | Buy |
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|
2025
Q1 | $3.82M | Buy |
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|
2024
Q4 | $3.83M | Buy |
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|
2024
Q3 | $3.94M | Sell |
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|
2024
Q2 | $4.04M | Sell |
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|
2024
Q1 | $4.34M | Buy |
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|
2023
Q4 | $3.85M | Sell |
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|
2023
Q3 | $3.42M | Sell |
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|
2023
Q2 | $3.58M | Sell |
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|
2023
Q1 | $3.77M | Hold |
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|
2022
Q4 | $3.6M | Buy |
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|
2022
Q3 | $1.16M | Buy |
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|
2022
Q2 | $802K | Sell |
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|
2022
Q1 | $1M | Buy |
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|
2021
Q4 | $875K | Sell |
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|
2021
Q3 | $959K | Buy |
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|
2021
Q2 | $654K | Buy |
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|
2021
Q1 | $623K | Buy |
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|
2020
Q4 | $373K | Buy |
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|
2020
Q3 | $231K | Sell |
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|
2020
Q2 | $254K | Sell |
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|
2020
Q1 | $319K | Hold |
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|
2019
Q4 | $432K | Buy |
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