Heck Capital Advisors’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 | $6.31M | Buy |
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|
2025
Q1 | $5.96M | Buy |
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|
2024
Q4 | $4.88M | Sell |
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|
2024
Q3 | $5.63M | Sell |
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|
2024
Q2 | $6.68M | Buy |
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|
2024
Q1 | $5.69M | Buy |
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|
2023
Q4 | $5.05M | Buy |
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|
2023
Q3 | $3.82M | Sell |
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|
2023
Q2 | $4.19M | Buy |
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|
2023
Q1 | $3.15M | Sell |
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|
2022
Q4 | $16.5M | Buy |
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|
2022
Q3 | $2.22M | Buy |
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|
2022
Q2 | $2.32M | Buy |
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|
2022
Q1 | $1.93M | Sell |
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|
2021
Q4 | $3.11M | Buy |
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|
2021
Q3 | $2.47M | Sell |
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|
2021
Q2 | $2.85M | Buy |
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|
2021
Q1 | $2.24M | Buy |
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|
2020
Q4 | $539K | Buy |
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|
2020
Q3 | $192K | Sell |
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|
2020
Q2 | $188K | Buy |
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