Kelman-Lazarov Inc’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 | $668K | Hold |
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|
2025
Q1 | $651K | Buy |
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|
2024
Q4 | $650K | Hold |
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|
2024
Q3 | $671K | Hold |
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|
2024
Q2 | $620K | Hold |
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|
2024
Q1 | $636K | Hold |
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|
2023
Q4 | $592K | Hold |
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|
2023
Q3 | $524K | Hold |
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|
2023
Q2 | $549K | Hold |
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|
2023
Q1 | $517K | Hold |
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|
2022
Q4 | $494K | Hold |
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|
2022
Q3 | $438K | Hold |
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|
2022
Q2 | $468K | Sell |
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|
2022
Q1 | $545K | Hold |
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|
2021
Q4 | $548K | Hold |
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|
2021
Q3 | $509K | Hold |
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|
2021
Q2 | $517K | Hold |
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|
2021
Q1 | $494K | Hold |
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|
2020
Q4 | $448K | Hold |
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|
2020
Q3 | $394K | Hold |
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|
2020
Q2 | $379K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $172K | Hold |
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|
2016
Q3 | $160K | Hold |
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|
2016
Q2 | $158K | Hold |
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|
2016
Q1 | $153K | Buy |
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