Matthew Hamilton Rosenberg’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 | $55.5K | Sell |
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|
2025
Q1 | $59.7K | Sell |
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|
2024
Q4 | $85.3K | Buy |
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|
2024
Q3 | $82K | Hold |
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|
2024
Q2 | $75.3K | Hold |
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|
2024
Q1 | $77.2K | Hold |
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|
2023
Q4 | $72.3K | Sell |
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|
2023
Q3 | $65.2K | Sell |
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|
2023
Q2 | $126K | Sell |
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|
2023
Q1 | $126K | Sell |
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|
2022
Q4 | $126K | Buy |
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|
2022
Q3 | $98K | Hold |
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|
2022
Q2 | $106K | Hold |
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|
2022
Q1 | $119K | Buy |
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|
2021
Q4 | $67K | Hold |
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|
2021
Q3 | $63K | Buy |
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