Mathes Company’s iShares S&P 500 Value ETF IVE Stock Holding History

Mathes Company’s Portfolio IVE Stock Details IVE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$210K	Hold
2024 Q3	$217K	Hold
2024 Q2	$200K	Hold
2024 Q1	$205K	Buy
2023 Q3	–	Sell
2023 Q2	$298K	Buy
2022 Q4	$377K	Hold
2022 Q3	$334K	Hold
2022 Q2	$357K	Hold
2022 Q1	$405K	Hold
2021 Q4	$407K	Hold
2021 Q3	$378K	Hold
2021 Q2	$384K	Hold
2021 Q1	$367K	Hold
2020 Q4	$333K	Hold
2020 Q3	$292K	Hold
2020 Q2	$281K	Hold
2020 Q1	$250K	Hold
2019 Q4	$338K	Hold
2019 Q3	$310K	Hold
2019 Q2	$303K	Hold
2019 Q1	$293K	Hold
2018 Q4	$263K	Sell
2018 Q3	$417K	Hold
2018 Q2	$396K	Sell
2018 Q1	$776K	Hold
2017 Q4	$811K	Hold
2017 Q3	$766K	Hold
2017 Q2	$745K	Hold
2017 Q1	$739K	Buy
2016 Q4	$659K	Buy
2016 Q3	$247K	Hold
2016 Q2	$242K	Hold
2016 Q1	$234K	Hold
2015 Q4	$230K	Hold
2015 Q3	$218K	Hold
2015 Q2	$240K	Sell
2015 Q1	$259K	Hold
2014 Q4	$263K	Hold
2014 Q3	$252K	Hold
2014 Q2	$253K	Hold
2014 Q1	$243K	Hold
2013 Q4	$239K	Buy