Ken Fisher’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 | $389K | Sell |
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|
2025
Q1 | $383K | Sell |
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|
2024
Q4 | $790K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $313K | Sell |
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|
2024
Q1 | $381K | Buy |
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|
2023
Q4 | $251K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $211K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $221K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $243K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $243K | Sell |
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|
2020
Q4 | $258K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $260K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $202K | Buy |
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