Ironwood Financial’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 | $18.6M | Hold |
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|
2025
Q1 | $18.6M | Sell |
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|
2024
Q4 | $18.7M | Sell |
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|
2024
Q3 | $20.5M | Buy |
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|
2024
Q2 | $18.8M | Buy |
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|
2024
Q1 | $19.2M | Buy |
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|
2023
Q4 | $17.8M | Sell |
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|
2023
Q3 | $16.1M | Sell |
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|
2023
Q2 | $17M | Buy |
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|
2023
Q1 | $15.8M | Buy |
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|
2022
Q4 | $15.1M | Buy |
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|
2022
Q3 | $13.2M | Buy |
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|
2022
Q2 | $13.9M | Buy |
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|
2022
Q1 | $15.9M | Buy |
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|
2021
Q4 | $15M | Buy |
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|
2021
Q3 | $13.2M | Buy |
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|
2021
Q2 | $12.6M | Buy |
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|
2021
Q1 | $9.9M | Buy |
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|
2020
Q4 | $7.58M | Buy |
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|
2020
Q3 | $6.57M | Buy |
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|
2020
Q2 | $4.05M | Buy |
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|
2020
Q1 | $327K | Sell |
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|
2019
Q4 | $2.27M | Sell |
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|
2019
Q3 | $2.13M | Buy |
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|
2019
Q2 | $2.08M | Sell |
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|
2019
Q1 | $2.03M | Buy |
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|
2018
Q4 | $1.81M | Buy |
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|
2018
Q3 | $2.02M | Buy |
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|
2018
Q2 | $1.92M | Sell |
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|
2018
Q1 | $1.97M | Sell |
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|
2017
Q4 | $2.06M | Sell |
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|
2017
Q3 | $2.04M | Sell |
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|
2017
Q2 | $1.98M | Sell |
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|
2017
Q1 | $1.97M | Sell |
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|
2016
Q4 | $1.97M | Sell |
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|
2016
Q3 | $1.89M | Sell |
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|
2016
Q2 | $2.19M | Sell |
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|
2016
Q1 | $2.46M | Buy |
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|
2015
Q3 | $2.35M | Sell |
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|
2015
Q2 | $2.71M | Sell |
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|
2015
Q1 | $3.01M | Sell |
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|
2014
Q4 | $3.1M | Buy |
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