KCM Investment 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 | $391K | Hold |
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|
2025
Q1 | $381K | Hold |
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|
2024
Q4 | $382K | Sell |
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|
2024
Q3 | $409K | Buy |
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|
2024
Q2 | $364K | Sell |
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|
2024
Q1 | $418K | Hold |
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|
2023
Q4 | $389K | Hold |
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|
2023
Q3 | $344K | Hold |
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|
2023
Q2 | $361K | Hold |
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|
2023
Q1 | $340K | Hold |
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|
2022
Q4 | $325K | Hold |
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|
2022
Q3 | $288K | Buy |
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|
2022
Q2 | $285K | Hold |
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|
2022
Q1 | $323K | Hold |
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|
2021
Q4 | $325K | Hold |
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|
2021
Q3 | $302K | Sell |
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|
2021
Q2 | $328K | Hold |
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|
2021
Q1 | $314K | Buy |
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|
2020
Q4 | $266K | Hold |
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|
2020
Q3 | $233K | Hold |
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|
2020
Q2 | $224K | Hold |
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|
2020
Q1 | $200K | Hold |
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|
2019
Q4 | $270K | Hold |
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|
2019
Q3 | $247K | Buy |
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|
2019
Q2 | $233K | Hold |
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|
2019
Q1 | $225K | Hold |
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|
2018
Q4 | $202K | Hold |
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|
2018
Q3 | $232K | Hold |
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|
2018
Q2 | $220K | Hold |
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|
2018
Q1 | $219K | Hold |
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|
2017
Q4 | $228K | Hold |
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|
2017
Q3 | $216K | Hold |
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|
2017
Q2 | $210K | Hold |
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|
2017
Q1 | $208K | Hold |
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|
2016
Q4 | $203K | Buy |
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