Lynch & Associates’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 | $631K | Sell |
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|
2025
Q2 | $653K | Hold |
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|
2025
Q1 | $637K | Hold |
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|
2024
Q4 | $638K | Sell |
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|
2024
Q3 | $662K | Hold |
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|
2024
Q2 | $611K | Hold |
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|
2024
Q1 | $627K | Sell |
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|
2023
Q4 | $601K | Hold |
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|
2023
Q3 | $532K | Hold |
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|
2023
Q2 | $557K | Sell |
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|
2023
Q1 | $542K | Sell |
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|
2022
Q4 | $590K | Sell |
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|
2022
Q3 | $624K | Sell |
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|
2022
Q2 | $5.19M | Buy |
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|
2022
Q1 | $5.5M | Buy |
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|
2021
Q4 | $5.18M | Buy |
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|
2021
Q3 | $4.41M | Buy |
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|
2021
Q2 | $4.06M | Buy |
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|
2021
Q1 | $3.42M | Buy |
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|
2020
Q4 | $1.12M | Buy |
|