Liberty Wealth Management’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 | $21.7M | Buy |
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|
2025
Q2 | $19.5M | Buy |
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|
2025
Q1 | $16.4M | Buy |
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|
2024
Q4 | $11.3M | Buy |
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|
2024
Q3 | $11.4M | Sell |
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|
2024
Q2 | $10.2M | Buy |
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|
2024
Q1 | $10.7M | Buy |
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|
2023
Q4 | $431K | Sell |
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|
2023
Q3 | $384K | Sell |
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|
2023
Q2 | $420K | Sell |
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|
2023
Q1 | $400K | Buy |
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|
2022
Q3 | $342K | Sell |
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|
2022
Q2 | $367K | Sell |
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|
2022
Q1 | $443K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $199K | Buy |
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|
2021
Q2 | $201K | Buy |
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|
2021
Q1 | $172K | Hold |
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|
2020
Q4 | $172K | Buy |
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|
2020
Q3 | $152K | Buy |
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|
2020
Q2 | $45K | Sell |
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|
2020
Q1 | $42K | Sell |
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|
2019
Q4 | $103K | Buy |
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|
2019
Q3 | $93K | Sell |
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|
2019
Q2 | $97K | Sell |
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|
2019
Q1 | $117K | Sell |
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|
2018
Q4 | $230K | Buy |
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