HB Wealth Management’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 | $10.2M | Sell |
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|
2025
Q2 | $9.64M | Sell |
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|
2025
Q1 | $10M | Buy |
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|
2024
Q4 | $9.03M | Sell |
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|
2024
Q3 | $9.46M | Buy |
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|
2024
Q2 | $8.68M | Buy |
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|
2024
Q1 | $8.87M | Sell |
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|
2023
Q4 | $8.62M | Sell |
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|
2023
Q3 | $7.7M | Buy |
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|
2023
Q2 | $7.6M | Buy |
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|
2023
Q1 | $7.04M | Buy |
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|
2022
Q4 | $6.38M | Sell |
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|
2022
Q3 | $5.74M | Sell |
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|
2022
Q2 | $7.19M | Buy |
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|
2022
Q1 | $7.4M | Buy |
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|
2021
Q4 | $6.42M | Buy |
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