Koshinski Asset Management’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 | $1.62M | Sell |
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|
2025
Q1 | $1.66M | Sell |
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|
2024
Q4 | $1.68B | Buy |
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|
2024
Q3 | $1.34M | Sell |
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|
2024
Q2 | $1.4M | Sell |
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|
2024
Q1 | $1.87M | Buy |
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|
2023
Q4 | $736K | Sell |
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|
2023
Q3 | $943K | Buy |
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|
2023
Q2 | $980K | Sell |
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|
2023
Q1 | $1.11M | Sell |
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|
2022
Q4 | $1.09M | Buy |
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|
2022
Q3 | $924K | Sell |
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|
2022
Q2 | $1.21M | Buy |
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|
2022
Q1 | $1.35M | Buy |
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|
2021
Q4 | $890K | Sell |
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|
2021
Q3 | $840K | Buy |
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|
2021
Q2 | $641K | Sell |
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|
2021
Q1 | $771K | Buy |
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|
2020
Q4 | $668K | Buy |
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|
2020
Q3 | $392 | Sell |
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|
2020
Q2 | $373K | Buy |
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|
2020
Q1 | $327K | Sell |
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|
2019
Q4 | $542K | Sell |
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|
2019
Q3 | $526K | Sell |
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|
2019
Q2 | $531K | Sell |
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|
2019
Q1 | $517 | Sell |
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|
2018
Q4 | $472K | Buy |
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|
2018
Q3 | $494K | Buy |
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|
2018
Q2 | $244K | Hold |
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|
2018
Q1 | $242K | Sell |
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|
2017
Q4 | $263K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $283K | Buy |
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|
2015
Q2 | $267K | Buy |
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