J.W. Cole 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
Q2 | $14.1M | Buy |
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|
2025
Q1 | $12.3M | Buy |
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|
2024
Q4 | $11.8M | Sell |
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|
2024
Q3 | $12.6M | Buy |
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|
2024
Q2 | $11.4M | Sell |
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|
2024
Q1 | $11.9M | Buy |
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|
2023
Q4 | $10.8M | Sell |
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|
2023
Q3 | $10.3M | Buy |
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|
2023
Q2 | $10.7M | Buy |
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|
2023
Q1 | $9.8M | Sell |
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|
2022
Q4 | $9.54M | Buy |
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|
2022
Q3 | $8.33M | Sell |
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|
2022
Q2 | $10.7M | Sell |
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|
2022
Q1 | $12.6M | Buy |
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|
2021
Q4 | $11.9M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $9.06M | Buy |
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|
2021
Q1 | $2.68M | Buy |
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|
2020
Q4 | $1.2M | Sell |
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|
2020
Q3 | $2.4M | Buy |
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|
2020
Q2 | $1.72M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.7M | Buy |
|