L.J. Altfest & Co’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 | $507K | Buy |
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|
2025
Q2 | $479K | Buy |
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|
2025
Q1 | $466K | Sell |
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|
2024
Q4 | $470K | Buy |
|
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|
2024
Q3 | $484K | Buy |
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|
2024
Q2 | $446K | Buy |
|
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|
2024
Q1 | $413K | Sell |
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|
2023
Q4 | $408K | Buy |
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|
2023
Q3 | $358K | Buy |
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|
2023
Q2 | $372K | Buy |
|
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|
2023
Q1 | $338K | Buy |
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|
2022
Q4 | $322K | Buy |
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|
2022
Q3 | $283K | Buy |
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|
2022
Q2 | $301K | Buy |
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|
2022
Q1 | $340K | Sell |
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|
2021
Q4 | $349K | Buy |
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|
2021
Q3 | $323K | Sell |
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|
2021
Q2 | $336K | Buy |
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|
2021
Q1 | $320K | Sell |
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|
2020
Q4 | $338K | Sell |
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|
2020
Q3 | $312K | Sell |
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|
2020
Q2 | $364K | Sell |
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|
2020
Q1 | $375K | Buy |
|