Laurel Wealth Advisors (North Carolina)’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 | $1.28M | Sell |
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|
2025
Q2 | $1.22M | Hold |
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|
2025
Q1 | $1.19M | Sell |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $819K | Buy |
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|
2024
Q2 | $756K | Sell |
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|
2024
Q1 | $785K | Sell |
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|
2023
Q4 | $853K | Sell |
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|
2023
Q3 | $847K | Sell |
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|
2023
Q2 | $909K | Buy |
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|
2023
Q1 | $854K | Buy |
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|
2022
Q4 | $816K | Sell |
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|
2022
Q3 | $735K | Sell |
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|
2022
Q2 | $799K | Sell |
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|
2022
Q1 | $906K | Buy |
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|
2021
Q4 | $893K | Buy |
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|
2021
Q3 | $822K | Buy |
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|
2021
Q2 | $833K | Sell |
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|
2021
Q1 | $817K | Buy |
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|
2020
Q4 | $696K | Buy |
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|
2020
Q3 | $598K | Buy |
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|
2020
Q2 | $575K | Sell |
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|
2020
Q1 | $540K | Buy |
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|
2019
Q4 | $606K | Sell |
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|
2019
Q3 | $585K | Hold |
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|
2019
Q2 | $572K | Sell |
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|
2019
Q1 | $591K | Buy |
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|
2018
Q4 | $497K | Buy |
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