Lee Financial’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 | $1.61M | Sell |
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|
2025
Q1 | $1.74M | Sell |
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|
2024
Q4 | $1.81M | Sell |
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|
2024
Q3 | $1.92M | Sell |
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|
2024
Q2 | $1.88M | Sell |
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|
2024
Q1 | $2.01M | Sell |
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|
2023
Q4 | $1.96M | Sell |
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|
2023
Q3 | $1.96M | Sell |
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|
2023
Q2 | $2.14M | Buy |
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|
2023
Q1 | $2.01M | Sell |
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|
2022
Q4 | $2.01M | Buy |
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|
2022
Q3 | $1.33M | Buy |
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|
2022
Q2 | $1.21M | Buy |
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|
2022
Q1 | $1.26M | Sell |
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|
2021
Q4 | $1.27M | Hold |
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|
2021
Q3 | $1.18M | Sell |
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|
2021
Q2 | $1.22M | Buy |
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|
2021
Q1 | $1.06M | Buy |
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|
2020
Q4 | $868K | Buy |
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|
2020
Q3 | $272K | Buy |
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|
2020
Q2 | $158K | Buy |
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|
2020
Q1 | $44K | Sell |
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|
2019
Q4 | $62K | Buy |
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|
2019
Q3 | $13K | Hold |
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|
2019
Q2 | $12K | Hold |
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|
2019
Q1 | $12K | Buy |
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