LPL Financial’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 | $1.55B | Buy |
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|
2025
Q1 | $1.33B | Buy |
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|
2024
Q4 | $1.01B | Buy |
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|
2024
Q3 | $873M | Buy |
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|
2024
Q2 | $775M | Buy |
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|
2024
Q1 | $758M | Buy |
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|
2023
Q4 | $346M | Buy |
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|
2023
Q3 | $299M | Buy |
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|
2023
Q2 | $309M | Sell |
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|
2023
Q1 | $296M | Buy |
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|
2022
Q4 | $275M | Buy |
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|
2022
Q3 | $234M | Sell |
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|
2022
Q2 | $277M | Buy |
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|
2022
Q1 | $301M | Buy |
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|
2021
Q4 | $271M | Buy |
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|
2021
Q3 | $251M | Buy |
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|
2021
Q2 | $239M | Buy |
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|
2021
Q1 | $223M | Buy |
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|
2020
Q4 | $187M | Buy |
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|
2020
Q3 | $140M | Sell |
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|
2020
Q2 | $238M | Sell |
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|
2020
Q1 | $224M | Sell |
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|
2019
Q4 | $329M | Sell |
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|
2019
Q3 | $303M | Buy |
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|
2019
Q2 | $279M | Buy |
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|
2019
Q1 | $261M | Sell |
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|
2018
Q4 | $249M | Buy |
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|
2018
Q3 | $267M | Sell |
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|
2018
Q2 | $265M | Buy |
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|
2018
Q1 | $260M | Buy |
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|
2017
Q4 | $193M | Buy |
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|
2017
Q3 | $139M | Sell |
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|
2017
Q2 | $143M | Sell |
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|
2017
Q1 | $168M | Buy |
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|
2016
Q4 | $151M | Buy |
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|
2016
Q3 | $81.3M | Sell |
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|
2016
Q2 | $80.2M | Sell |
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|
2016
Q1 | $144M | Sell |
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|
2015
Q4 | $146M | Buy |
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|
2015
Q3 | $68M | Sell |
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|
2015
Q2 | $73.1M | Buy |
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|
2015
Q1 | $70.7M | Sell |
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|
2014
Q4 | $164M | Sell |
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|
2014
Q3 | $169M | Buy |
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|
2014
Q2 | $149M | Buy |
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|
2014
Q1 | $56.7M | Sell |
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|
2013
Q4 | $58.7M | Buy |
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|
2013
Q3 | $52.4M | Sell |
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|
2013
Q2 | $116M | Buy |
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