Hohimer 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 | $1.39M | Buy |
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|
2025
Q1 | $1.12M | Hold |
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|
2024
Q4 | $1.12M | Hold |
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|
2024
Q3 | $1.16M | Hold |
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|
2024
Q2 | $1.07M | Sell |
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|
2024
Q1 | $5.24M | Buy |
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|
2023
Q4 | $804K | Sell |
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|
2023
Q3 | $712K | Sell |
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|
2023
Q2 | $756K | Buy |
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|
2023
Q1 | $673K | Sell |
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|
2022
Q4 | $45.6M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $9.86M | Buy |
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