Loring Wolcott & Coolidge Fiduciary Advisors’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 | $388K | Hold |
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|
2025
Q2 | $363K | Sell |
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|
2025
Q1 | $381K | Sell |
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|
2024
Q4 | $450K | Sell |
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|
2024
Q3 | $541K | Sell |
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|
2024
Q2 | $546K | Sell |
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|
2024
Q1 | $664K | Sell |
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|
2023
Q4 | $760K | Sell |
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|
2023
Q3 | $835K | Buy |
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|
2023
Q2 | $558K | Sell |
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|
2023
Q1 | $725K | Sell |
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|
2022
Q4 | $753K | Hold |
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|
2022
Q3 | $667K | Hold |
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|
2022
Q2 | $713K | Buy |
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|
2022
Q1 | $748K | Sell |
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|
2021
Q4 | $1.01M | Hold |
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|
2021
Q3 | $940K | Hold |
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|
2021
Q2 | $954K | Sell |
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|
2021
Q1 | $950K | Buy |
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|
2020
Q4 | $682K | Buy |
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