Krilogy Financial’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
Q3 | $1.27M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.1M | Buy |
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|
2022
Q3 | $977K | Buy |
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|
2022
Q2 | $1.04M | Buy |
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|
2022
Q1 | $715K | Sell |
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|
2021
Q4 | $733K | Buy |
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|
2021
Q3 | $599K | Buy |
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|
2021
Q2 | $410K | Buy |
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|
2021
Q1 | $272K | Buy |
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|
2020
Q4 | $245K | Buy |
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|
2020
Q3 | $200K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $229K | Buy |
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|
2019
Q2 | $223K | Sell |
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|
2019
Q1 | $221K | Buy |
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|
2018
Q4 | $188K | Buy |
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|
2018
Q3 | $215K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $184K | Buy |
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|
2017
Q4 | $92K | Sell |
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|
2017
Q3 | $92K | Sell |
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|
2017
Q2 | $182K | Sell |
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|
2017
Q1 | $182K | Hold |
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|
2016
Q4 | $182K | Buy |
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|
2016
Q3 | $170K | Buy |
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|
2016
Q2 | $90K | Buy |
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|
2016
Q1 | $86K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $18K | Buy |
|