Investment Partners’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 | $4.63M | Buy |
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|
2025
Q1 | $4.51M | Sell |
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|
2024
Q4 | $4.56M | Sell |
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|
2024
Q3 | $4.72M | Buy |
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|
2024
Q2 | $4.35M | Sell |
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|
2024
Q1 | $4.47M | Sell |
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|
2023
Q4 | $4.18M | Sell |
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|
2023
Q3 | $3.7M | Sell |
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|
2023
Q2 | $3.91M | Sell |
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|
2023
Q1 | $3.72M | Sell |
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|
2022
Q4 | $3.56M | Sell |
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|
2022
Q3 | $3.62M | Buy |
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|
2022
Q2 | $3.31M | Buy |
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|
2022
Q1 | $3.72M | Hold |
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|
2021
Q4 | $3.74M | Buy |
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|
2021
Q3 | $3.47M | Buy |
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|
2021
Q2 | $3.44M | Sell |
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|
2021
Q1 | $3.3M | Buy |
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|
2020
Q4 | $2.28M | Sell |
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|
2020
Q3 | $2.03M | Buy |
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|
2020
Q2 | $1.94M | Buy |
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|
2020
Q1 | $1.67M | Buy |
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|
2019
Q4 | $1.79M | Hold |
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|
2019
Q3 | $1.64M | Buy |
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|
2019
Q2 | $1.61M | Buy |
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|
2019
Q1 | $1.53M | Sell |
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|
2018
Q4 | $1.37M | Hold |
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|
2018
Q3 | $3.16K | Sell |
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|
2018
Q2 | $1.5M | Sell |
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|
2018
Q1 | $1.63M | Sell |
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|
2017
Q4 | $1.76M | Buy |
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|
2017
Q3 | $1.66M | Hold |
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|
2017
Q2 | $1.61M | Hold |
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|
2017
Q1 | $1.6M | Sell |
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|
2016
Q4 | $1.57M | Sell |
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|
2016
Q3 | $1.63M | Buy |
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|
2016
Q2 | $1.44M | Buy |
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|
2016
Q1 | $1.21M | Buy |
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|
2015
Q4 | $1.07M | Sell |
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|
2015
Q3 | $1.02M | Sell |
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|
2015
Q2 | $1.22M | Buy |
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|
2015
Q1 | $1.22M | Buy |
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|
2014
Q4 | $1.24M | Buy |
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