Harvest Investment Services’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 | $432K | Sell |
|
|||||
|
2025
Q2 | $413K | Buy |
|
|||||
|
2025
Q1 | $399K | Sell |
|
|||||
|
2024
Q4 | $2.13M | Buy |
|
|||||
|
2024
Q3 | $432K | Sell |
|
|||||
|
2024
Q2 | $400K | Sell |
|
|||||
|
2024
Q1 | $2.32M | Sell |
|
|||||
|
2023
Q4 | $2.23M | Sell |
|
|||||
|
2023
Q3 | $2M | Buy |
|
|||||
|
2023
Q2 | $1.46M | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $306K | Sell |
|
|||||
|
2022
Q1 | $349K | Sell |
|
|||||
|
2021
Q4 | $351K | Sell |
|
|||||
|
2021
Q3 | $326K | Sell |
|
|||||
|
2021
Q2 | $331K | Buy |
|
|||||
|
2021
Q1 | $312K | Sell |
|
|||||
|
2020
Q4 | $509K | Sell |
|
|||||
|
2020
Q3 | $447K | Sell |
|
|||||
|
2020
Q2 | $476K | Sell |
|
|||||
|
2020
Q1 | $961K | Buy |
|
|||||
|
2019
Q4 | $655K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $887K | Buy |
|
|||||
|
2018
Q4 | $770K | Buy |
|