LPWM LLC’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 | $65.5M | Buy |
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|
2025
Q2 | $60.1M | Buy |
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|
2025
Q1 | $56.1M | Buy |
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|
2024
Q4 | $53.4M | Buy |
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|
2024
Q3 | $54.2M | Buy |
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|
2024
Q2 | $49.2M | Buy |
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|
2024
Q1 | $48.7M | Buy |
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|
2023
Q4 | $45.7M | Buy |
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|
2023
Q3 | $39M | Buy |
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|
2023
Q2 | $40.5M | Buy |
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|
2023
Q1 | $37.8M | Buy |
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|
2022
Q4 | $36.5M | Sell |
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|
2022
Q3 | $31.4M | Buy |
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|
2022
Q2 | $33.4M | Buy |
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|
2022
Q1 | $35.7M | Sell |
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|
2021
Q4 | $37.1M | Buy |
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|
2021
Q3 | $33.5M | Buy |
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|
2021
Q2 | $32.8M | Buy |
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|
2021
Q1 | $30.5M | Buy |
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|
2020
Q4 | $26.6M | Buy |
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|
2020
Q3 | $22.1M | Buy |
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|
2020
Q2 | $20.6M | Sell |
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|
2020
Q1 | $18.7M | Buy |
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|
2019
Q4 | $22.3M | Buy |
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