Hazlett, Burt & Watson’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 | $1.53M | Sell |
|
|||||
|
2025
Q1 | $1.52M | Buy |
|
|||||
|
2024
Q4 | $1.38M | Buy |
|
|||||
|
2024
Q3 | $786K | Buy |
|
|||||
|
2024
Q2 | $625K | Buy |
|
|||||
|
2024
Q1 | $345K | Sell |
|
|||||
|
2023
Q4 | $395K | Buy |
|
|||||
|
2023
Q3 | $270K | Buy |
|
|||||
|
2023
Q2 | $224K | Buy |
|
|||||
|
2023
Q1 | $195K | Buy |
|
|||||
|
2022
Q4 | $187K | Hold |
|
|||||
|
2022
Q3 | $166K | Buy |
|
|||||
|
2022
Q2 | $171K | Hold |
|
|||||
|
2022
Q1 | $195K | Buy |
|