Lake Street Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $570K | Hold |
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|
2024
Q3 | $589K | Buy |
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|
2024
Q2 | $530K | Hold |
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|
2024
Q1 | $544K | Hold |
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|
2023
Q4 | $506K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $420K | Buy |
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|
2021
Q1 | $390K | Buy |
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|
2020
Q4 | $352K | Buy |
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|
2020
Q3 | $309K | Buy |
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|
2020
Q2 | $296K | Buy |
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|
2020
Q1 | $263K | Buy |
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|
2019
Q4 | $353K | Buy |
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