Integrated Investment Consultants’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 | $1.16M | Sell |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $907K | Hold |
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|
2024
Q1 | $907K | Buy |
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|
2023
Q4 | $814K | Sell |
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|
2023
Q3 | $774K | Sell |
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|
2023
Q2 | $909K | Buy |
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|
2023
Q1 | $800K | Sell |
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|
2022
Q4 | $908K | Buy |
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|
2022
Q3 | $724K | Buy |
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|
2022
Q2 | $731K | Buy |
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|
2022
Q1 | $675K | Sell |
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|
2021
Q4 | $916K | Buy |
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|
2021
Q3 | $848K | Sell |
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|
2021
Q2 | $868K | Sell |
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|
2021
Q1 | $837K | Sell |
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|
2020
Q4 | $830K | Buy |
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|
2020
Q3 | $728K | Buy |
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|
2020
Q2 | $699K | Buy |
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|
2020
Q1 | $619K | Hold |
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|
2019
Q4 | $836K | Buy |
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|
2019
Q3 | $763K | Hold |
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|
2019
Q2 | $746K | Buy |
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|
2019
Q1 | $720K | Sell |
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|
2018
Q4 | $675K | Buy |
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|
2018
Q3 | $594K | Hold |
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|
2018
Q2 | $565K | Sell |
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|
2018
Q1 | $572K | Buy |
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|
2017
Q3 | $573K | Sell |
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|
2017
Q2 | $574K | Sell |
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|
2017
Q1 | $569K | Hold |
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|
2016
Q4 | $555K | Hold |
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|
2016
Q3 | $512K | Buy |
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|
2016
Q2 | $465K | Sell |
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|
2016
Q1 | $572K | Hold |
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|
2015
Q4 | $528K | Buy |
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