Laird Norton Wetherby Wealth 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 | $10.7M | Buy |
|
|||||
|
2024
Q4 | $10.5M | Sell |
|
|||||
|
2024
Q3 | $13.3M | Sell |
|
|||||
|
2024
Q2 | $12.3M | Sell |
|
|||||
|
2024
Q1 | $12.6M | Buy |
|
|||||
|
2023
Q4 | $11.3M | Hold |
|
|||||
|
2023
Q3 | $10M | Sell |
|
|||||
|
2023
Q2 | $11.1M | Hold |
|
|||||
|
2023
Q1 | $10.4M | Sell |
|
|||||
|
2022
Q4 | $10.4M | Hold |
|
|||||
|
2022
Q3 | $9.25M | Sell |
|
|||||
|
2022
Q2 | $10.8M | Buy |
|
|||||
|
2022
Q1 | $12.2M | Hold |
|
|||||
|
2021
Q4 | $12.3M | Hold |
|
|||||
|
2021
Q3 | $11.4M | Hold |
|
|||||
|
2021
Q2 | $11.6M | Sell |
|
|||||
|
2021
Q1 | $11.1M | Hold |
|
|||||
|
2020
Q4 | $10M | Hold |
|
|||||
|
2020
Q3 | $8.81M | Hold |
|
|||||
|
2020
Q2 | $8.48M | Sell |
|
|||||
|
2020
Q1 | $8.2M | Sell |
|
|||||
|
2019
Q4 | $11.5M | Hold |
|
|||||
|
2019
Q3 | $10.5M | Hold |
|
|||||
|
2019
Q2 | $10.3M | Sell |
|
|||||
|
2019
Q1 | $10.1M | Buy |
|
|||||
|
2018
Q4 | $9.03M | Sell |
|
|||||
|
2018
Q3 | $10.7M | Sell |
|
|||||
|
2018
Q2 | $10.2M | Hold |
|
|||||
|
2018
Q1 | $10.2M | Hold |
|
|||||
|
2017
Q4 | $10.6M | Hold |
|
|||||
|
2017
Q3 | $10M | Sell |
|
|||||
|
2017
Q2 | $10.1M | Sell |
|
|||||
|
2017
Q1 | $10.1M | Hold |
|
|||||
|
2016
Q4 | $9.87M | Hold |
|
|||||
|
2016
Q3 | $9.24M | Sell |
|
|||||
|
2016
Q2 | $9.21M | Hold |
|
|||||
|
2016
Q1 | $8.91M | Sell |
|
|||||
|
2015
Q4 | $11.6M | Buy |
|
|||||
|
2015
Q3 | $6.25M | Buy |
|
|||||
|
2015
Q2 | $6.84M | Buy |
|
|||||
|
2015
Q1 | $6.85M | Sell |
|
|||||
|
2014
Q4 | $6.96M | Buy |
|
|||||
|
2014
Q3 | $6.67M | Buy |
|
|||||
|
2014
Q2 | $6.67M | Buy |
|
|||||
|
2014
Q1 | $6.4M | Sell |
|
|||||
|
2013
Q4 | $6.3M | Buy |
|
|||||
|
2013
Q3 | $5.74M | Buy |
|
|||||
|
2013
Q2 | $5.54M | Buy |
|