Litman Gregory 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 | $245K | Hold |
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|
2025
Q2 | $232K | Hold |
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|
2025
Q1 | $226K | Hold |
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|
2024
Q4 | $226K | Hold |
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|
2024
Q3 | $234K | Hold |
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|
2024
Q2 | $216K | Buy |
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|
2024
Q1 | $221K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $159K | Hold |
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|
2020
Q4 | $144K | Hold |
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|
2020
Q3 | $127K | Hold |
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|
2020
Q2 | $122K | Hold |
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|
2020
Q1 | $108K | Sell |
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|
2019
Q4 | $148K | Buy |
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|
2019
Q3 | $134K | Hold |
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|
2019
Q2 | $131K | Hold |
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|
2019
Q1 | $127K | Hold |
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|
2018
Q4 | $114K | Hold |
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|
2018
Q3 | $130K | Buy |
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|
2018
Q2 | $8K | Buy |
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