Laffer Tengler Investments’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 | $1.87M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $458K | Hold |
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|
2022
Q2 | $490K | Hold |
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|
2022
Q1 | $555K | Hold |
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|
2021
Q4 | $559K | Hold |
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|
2021
Q3 | $519K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $504K | Sell |
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|
2020
Q4 | $549K | Hold |
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|
2020
Q3 | $486K | Hold |
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|
2020
Q2 | $468K | Buy |
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