Jackson Grant Investment Advisers’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 | $675K | Buy |
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|
2025
Q1 | $653K | Buy |
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|
2024
Q4 | $652K | Buy |
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|
2024
Q3 | $670K | Buy |
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|
2024
Q2 | $615K | Buy |
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|
2024
Q1 | $628K | Buy |
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|
2023
Q4 | $582K | Buy |
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|
2023
Q3 | $513K | Buy |
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|
2023
Q2 | $534K | Buy |
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|
2023
Q1 | $501K | Buy |
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|
2022
Q4 | $469K | Buy |
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|
2022
Q3 | $413K | Buy |
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|
2022
Q2 | $439K | Buy |
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|
2022
Q1 | $495K | Buy |
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|
2021
Q4 | $496K | Buy |
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|
2021
Q3 | $458K | Buy |
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|
2021
Q2 | $462K | Buy |
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|
2021
Q1 | $441K | Buy |
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|
2020
Q4 | $397K | Buy |
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|
2020
Q3 | $347K | Buy |
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|
2020
Q2 | $331K | Buy |
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|
2020
Q1 | $293K | Buy |
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|
2019
Q4 | $393K | Buy |
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|
2019
Q3 | $358K | Buy |
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|
2019
Q2 | $348K | Buy |
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|
2019
Q1 | $335K | Buy |
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|
2018
Q4 | $299K | Buy |
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|
2018
Q3 | $337K | Buy |
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|
2018
Q2 | $319K | Hold |
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|
2018
Q1 | $316K | Buy |
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|
2017
Q4 | $329K | Buy |
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|
2017
Q3 | $307K | Buy |
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|
2017
Q2 | $297K | Buy |
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|
2017
Q1 | $293K | Hold |
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|
2016
Q4 | $285K | Buy |
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|
2016
Q3 | $264K | Hold |
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|
2016
Q2 | $258K | Buy |
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|
2016
Q1 | $247K | Buy |
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|
2015
Q4 | $242K | Buy |
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