Hilltop Wealth 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
Q3 | $4.4M | Sell |
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|
2025
Q2 | $4.28M | Sell |
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|
2025
Q1 | $4.28M | Sell |
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|
2024
Q4 | $4.64M | Sell |
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|
2024
Q3 | $4.93M | Sell |
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|
2024
Q2 | $4.61M | Sell |
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|
2024
Q1 | $4.81M | Sell |
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|
2023
Q4 | $4.58M | Sell |
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|
2023
Q3 | $4.13M | Sell |
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|
2023
Q2 | $4.46M | Sell |
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|
2023
Q1 | $4.23M | Sell |
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|
2022
Q4 | $4.41M | Sell |
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|
2022
Q3 | $4.21M | Sell |
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|
2022
Q2 | $5.07M | Sell |
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|
2022
Q1 | $5.74M | Sell |
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|
2021
Q4 | $5.88M | Buy |
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|
2021
Q3 | $5.42M | Buy |
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|
2021
Q2 | $5.35M | Buy |
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|
2021
Q1 | $5.02M | Buy |
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|
2020
Q4 | $4.53M | Buy |
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|
2020
Q3 | $3.9M | Buy |
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|
2020
Q2 | $3.57M | Buy |
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|
2020
Q1 | $2.98M | Buy |
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|
2019
Q4 | $3.17M | Buy |
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