Ironwood Wealth Management (Arizona)’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 | – | Sell |
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|
2025
Q1 | $37.4K | Sell |
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|
2024
Q4 | $42.2K | Hold |
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|
2024
Q3 | $43.6K | Hold |
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|
2024
Q2 | $40.2K | Sell |
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|
2024
Q1 | $77.3K | Buy |
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|
2023
Q4 | $38.4K | Sell |
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|
2023
Q3 | $37.4K | Hold |
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|
2023
Q2 | $39.2K | Hold |
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|
2023
Q1 | $36.9K | Hold |
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|
2022
Q4 | $35.3K | Hold |
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|
2022
Q3 | $33K | Hold |
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|
2022
Q2 | $33K | Hold |
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|
2022
Q1 | $38K | Hold |
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|
2021
Q4 | $38K | Hold |
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|
2021
Q3 | $35K | Hold |
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|
2021
Q2 | $36K | Hold |
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|
2021
Q1 | $34K | Hold |
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|
2020
Q4 | $31K | Hold |
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|
2020
Q3 | $26K | Hold |
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|
2020
Q2 | $26K | Hold |
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|
2020
Q1 | $23K | Hold |
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|
2019
Q4 | $32K | Hold |
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|
2019
Q3 | $29K | Hold |
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|
2019
Q2 | $28K | Sell |
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|
2019
Q1 | $28K | Hold |
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|
2018
Q4 | $25K | Hold |
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|
2018
Q3 | $28K | Hold |
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|
2018
Q2 | $27K | Buy |
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|
2017
Q3 | $26K | Buy |
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