Interactive Financial 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 | $334K | Sell |
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|
2025
Q2 | $342K | Sell |
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|
2025
Q1 | $379K | Sell |
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|
2024
Q4 | $380K | Sell |
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|
2024
Q3 | $393K | Sell |
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|
2024
Q2 | $365K | Sell |
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|
2024
Q1 | $375K | Sell |
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|
2023
Q4 | $1.67M | Buy |
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|
2023
Q3 | $304K | Sell |
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|
2023
Q2 | $324K | Sell |
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|
2023
Q1 | $381K | Sell |
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|
2022
Q4 | $370K | Sell |
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|
2022
Q3 | $335K | Sell |
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|
2022
Q2 | $373K | Buy |
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|
2022
Q1 | $338K | Sell |
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|
2021
Q4 | $366K | Buy |
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|
2021
Q3 | $341K | Sell |
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|
2021
Q2 | $361K | Sell |
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|
2021
Q1 | $403K | Buy |
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|
2020
Q4 | $334K | Sell |
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|
2020
Q3 | $308K | Buy |
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|
2020
Q2 | $276K | Buy |
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|
2020
Q1 | $244K | Sell |
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|
2019
Q4 | $342K | Sell |
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|
2019
Q3 | $459K | Sell |
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|
2019
Q2 | $453K | Sell |
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|
2019
Q1 | $453K | Sell |
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|
2018
Q4 | $418K | Sell |
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|
2018
Q3 | $497K | Sell |
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|
2018
Q2 | $474K | Sell |
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|
2018
Q1 | $489K | Sell |
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|
2017
Q4 | $674K | Sell |
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|
2017
Q3 | $665K | Sell |
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|
2017
Q2 | $696K | Sell |
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|
2017
Q1 | $704K | Sell |
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|
2016
Q4 | $724K | Sell |
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|
2016
Q3 | $695K | Sell |
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|
2016
Q2 | $736K | Sell |
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|
2016
Q1 | $781K | Sell |
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|
2015
Q4 | $772K | Sell |
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|
2015
Q3 | $818K | Sell |
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|
2015
Q2 | $920K | Sell |
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|
2015
Q1 | $987K | Sell |
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|
2014
Q4 | $1.12M | Sell |
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|
2014
Q3 | $1.25M | Sell |
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|
2014
Q2 | $1.36M | Sell |
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|
2014
Q1 | $1.41M | Sell |
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|
2013
Q4 | $1.44M | Sell |
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|
2013
Q3 | $1.44M | Sell |
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|
2013
Q2 | $1.48M | Buy |
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