HighMark 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
Q2 | $1.15M | Buy |
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|
2025
Q1 | $42.2K | Sell |
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|
2024
Q4 | $53.7K | Sell |
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|
2024
Q3 | $1.55M | Sell |
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|
2024
Q2 | $1.49M | Buy |
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|
2024
Q1 | $1.52M | Sell |
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|
2023
Q4 | $1.49M | Buy |
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|
2023
Q3 | $1.29M | Sell |
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|
2023
Q2 | $1.39M | Sell |
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|
2023
Q1 | $1.31M | Buy |
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|
2022
Q4 | $1.25M | Sell |
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|
2022
Q3 | $1.15M | Buy |
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|
2022
Q2 | $1.23M | Buy |
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|
2022
Q1 | $1.36M | Buy |
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|
2021
Q4 | $1.29M | Buy |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $1.16M | Buy |
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|
2021
Q1 | $956K | Buy |
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|
2020
Q4 | $202K | Buy |
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