LBMC Investment Advisors’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 | $9.14M | Sell |
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|
2025
Q2 | $8.68M | Sell |
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|
2025
Q1 | $9.14M | Sell |
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|
2024
Q4 | $9.66M | Buy |
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|
2024
Q3 | $9.97M | Sell |
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|
2024
Q2 | $9.21M | Sell |
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|
2024
Q1 | $10.3M | Buy |
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|
2023
Q4 | $9.49M | Buy |
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|
2023
Q3 | $8.22M | Sell |
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|
2023
Q2 | $8.94M | Sell |
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|
2023
Q1 | $8.46M | Sell |
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|
2022
Q4 | $8.36M | Buy |
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|
2022
Q3 | $7.23M | Sell |
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|
2022
Q2 | $7.74M | Buy |
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|
2022
Q1 | $7.3M | Buy |
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|
2021
Q4 | $7.17M | Sell |
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|
2021
Q3 | $6.64K | Buy |
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|
2021
Q2 | $6.64M | Sell |
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|
2021
Q1 | $6.47M | Buy |
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|
2020
Q4 | $5.32M | Buy |
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|
2020
Q3 | $4.67M | Buy |
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|
2020
Q2 | $4.47M | Buy |
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|
2020
Q1 | $3.96M | Sell |
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|
2019
Q4 | $5.55M | Buy |
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|
2019
Q3 | $5.05M | Sell |
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|
2019
Q2 | $5.03M | Sell |
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|
2019
Q1 | $4.96M | Buy |
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|
2018
Q4 | $4.38M | Buy |
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|
2018
Q3 | $4.92M | Buy |
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|
2018
Q2 | $4.65M | Buy |
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|
2018
Q1 | $4.61M | Sell |
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|
2017
Q4 | $5.87M | Buy |
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|
2017
Q3 | $5.5M | Sell |
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|
2017
Q2 | $5.78M | Sell |
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|
2017
Q1 | $5.74M | Sell |
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|
2016
Q4 | $5.62M | Sell |
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|
2016
Q3 | $5.28M | Sell |
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|
2016
Q2 | $6.16M | Buy |
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|
2016
Q1 | $5.94M | Buy |
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|
2015
Q4 | $5.79M | Sell |
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|
2015
Q3 | $5.56M | Buy |
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|
2015
Q2 | $5.99M | Sell |
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|
2015
Q1 | $6.1M | Buy |
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|
2014
Q4 | $6.17M | Buy |
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|
2014
Q3 | $5.93M | Buy |
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|
2014
Q2 | $5.82M | Sell |
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|
2014
Q1 | $6.28M | Buy |
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|
2013
Q4 | $6.14M | Buy |
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|
2013
Q3 | $5.58M | Sell |
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|
2013
Q2 | $5.52M | Buy |
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