Leelyn Smith’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 | $238K | Hold |
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|
2025
Q2 | $225K | Hold |
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|
2025
Q1 | $220K | Hold |
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|
2024
Q4 | $220K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $367K | Hold |
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|
2023
Q3 | $324K | Hold |
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|
2023
Q2 | $340K | Sell |
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|
2023
Q1 | $326K | Buy |
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|
2022
Q4 | $300K | Buy |
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|
2022
Q3 | $11K | Sell |
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|
2022
Q2 | $284K | Hold |
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|
2022
Q1 | $322K | Hold |
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|
2021
Q4 | $324K | Hold |
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|
2021
Q3 | $300K | Hold |
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|
2021
Q2 | $305K | Hold |
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|
2021
Q1 | $292K | Hold |
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|
2020
Q4 | $264K | Hold |
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|
2020
Q3 | $232K | Sell |
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|
2020
Q2 | $457K | Hold |
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|
2020
Q1 | $406K | Buy |
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