Jackson Hole Capital 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 | $3.98M | Sell |
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|
2025
Q1 | $3.96M | Buy |
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|
2024
Q4 | $3.93M | Sell |
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|
2024
Q3 | $4.06M | Sell |
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|
2024
Q2 | $3.78M | Sell |
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|
2024
Q1 | $3.91M | Buy |
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|
2023
Q4 | $3.55M | Buy |
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|
2023
Q3 | $2.79M | Sell |
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|
2023
Q2 | $3.29M | Sell |
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|
2023
Q1 | $3.31M | Sell |
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|
2022
Q4 | $3.6M | Buy |
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|
2022
Q3 | $3.19M | Sell |
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|
2022
Q2 | $3.92M | Sell |
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|
2022
Q1 | $4.46M | Buy |
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|
2021
Q4 | $4.37M | Buy |
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|
2021
Q3 | $3.9M | Sell |
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|
2021
Q2 | $4.6M | Sell |
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|
2021
Q1 | $4.42M | Sell |
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|
2020
Q4 | $4.08M | Buy |
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|
2020
Q3 | $2.29M | Buy |
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|
2020
Q2 | $2.17M | Sell |
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|
2020
Q1 | $2.77M | Buy |
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|
2019
Q4 | $2.66M | Buy |
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|
2019
Q3 | $2.43M | Buy |
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|
2019
Q2 | $1.22M | Buy |
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|
2019
Q1 | $1.16M | Buy |
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|
2018
Q4 | $981K | Buy |
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