IFP 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 | $8.49M | Buy |
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|
2025
Q1 | $7.74M | Buy |
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|
2024
Q4 | $5.59M | Buy |
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|
2024
Q3 | $5.74M | Buy |
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|
2024
Q2 | $5.19M | Buy |
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|
2024
Q1 | $4.96M | Buy |
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|
2023
Q4 | $3.56M | Buy |
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|
2023
Q3 | $2.9M | Buy |
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|
2023
Q2 | $2.92M | Sell |
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|
2023
Q1 | $2.1M | Sell |
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|
2022
Q4 | $2.14M | Sell |
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|
2022
Q3 | $2.3M | Buy |
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|
2022
Q2 | $2.19M | Hold |
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|
2022
Q1 | $2.19M | Buy |
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|
2021
Q4 | $2.71M | Sell |
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|
2021
Q3 | $2.64M | Buy |
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|
2021
Q2 | $2.55M | Sell |
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|
2021
Q1 | $2.99M | Buy |
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|
2020
Q4 | $2.66M | Buy |
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|
2020
Q3 | $1.93M | Buy |
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|
2020
Q2 | $1.73M | Sell |
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|
2020
Q1 | $2.2M | Sell |
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|
2019
Q4 | $4.33M | Buy |
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|
2019
Q3 | $1.99M | Buy |
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|
2019
Q1 | $225K | Sell |
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|
2018
Q4 | $5.1M | Buy |
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|
2018
Q3 | $3.35M | Sell |
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|
2018
Q2 | $3.31M | Sell |
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|
2018
Q1 | $3.98M | Hold |
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|
2017
Q4 | $3.98M | Sell |
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|
2017
Q3 | $3.86M | Sell |
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|
2017
Q2 | $4.29M | Buy |
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|
2017
Q1 | $4.11M | Sell |
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|
2016
Q4 | $4.69M | Buy |
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|
2016
Q3 | $2.17M | Buy |
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|
2016
Q2 | $1.39M | Buy |
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|
2016
Q1 | $225K | Sell |
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|
2015
Q4 | $1.11M | Buy |
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