Market Street Wealth Management 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 | $2.94M | Sell |
|
|||||
|
2025
Q2 | $2.79M | Sell |
|
|||||
|
2025
Q1 | $2.81M | Sell |
|
|||||
|
2024
Q4 | $2.84M | Sell |
|
|||||
|
2024
Q3 | $3.07M | Sell |
|
|||||
|
2024
Q2 | $2.89M | Sell |
|
|||||
|
2024
Q1 | $3.06M | Sell |
|
|||||
|
2023
Q4 | $2.89M | Sell |
|
|||||
|
2023
Q3 | $2.9M | Sell |
|
|||||
|
2023
Q2 | $3.05M | Sell |
|
|||||
|
2023
Q1 | $2.88M | Sell |
|
|||||
|
2022
Q4 | $3.04M | Sell |
|
|||||
|
2022
Q3 | $3.01M | Sell |
|
|||||
|
2022
Q2 | $3.23M | Sell |
|
|||||
|
2022
Q1 | $3.84M | Sell |
|
|||||
|
2021
Q4 | $3.93M | Sell |
|
|||||
|
2021
Q3 | $3.75M | Sell |
|
|||||
|
2021
Q2 | $3.81M | Sell |
|
|||||
|
2021
Q1 | $3.67M | Sell |
|
|||||
|
2020
Q4 | $3.34M | Sell |
|
|||||
|
2020
Q3 | $3.15M | Sell |
|
|||||
|
2020
Q2 | $3.46M | Sell |
|
|||||
|
2020
Q1 | $3.08M | Buy |
|
|||||
|
2019
Q4 | $2.09M | Buy |
|
|||||
|
2019
Q3 | $1.91M | Sell |
|
|||||
|
2019
Q2 | $2.05M | Sell |
|
|||||
|
2019
Q1 | $2M | Sell |
|
|||||
|
2018
Q4 | $1.81M | Buy |
|