Legacy Bridge’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 | $142K | Hold |
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|
2025
Q1 | $139K | Hold |
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|
2024
Q4 | $139K | Hold |
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|
2024
Q3 | $144K | Hold |
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|
2024
Q2 | $133K | Buy |
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|
2024
Q1 | $136K | Buy |
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|
2023
Q4 | $124K | Buy |
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|
2023
Q3 | $108K | Hold |
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|
2023
Q2 | $113K | Buy |
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|
2023
Q1 | $98.8K | Hold |
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|
2022
Q4 | $94.4K | Hold |
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|
2022
Q3 | $84K | Hold |
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|
2022
Q2 | $89K | Hold |
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|
2022
Q1 | $101K | Hold |
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|
2021
Q4 | $102K | Hold |
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|
2021
Q3 | $95K | Hold |
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|
2021
Q2 | $96K | Buy |
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|
2021
Q1 | $92K | Hold |
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|
2020
Q4 | $83K | Hold |
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|
2020
Q3 | $73K | Hold |
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|
2020
Q2 | $70K | Hold |
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|
2020
Q1 | $63K | Sell |
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|
2019
Q4 | $123K | Hold |
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|
2019
Q3 | $112K | Hold |
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|
2019
Q2 | $110K | Hold |
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|
2019
Q1 | $106K | Hold |
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|
2018
Q4 | $95K | Buy |
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