Mayflower Financial 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 | $9.86M | Buy |
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|
2025
Q2 | $8.85M | Buy |
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|
2025
Q1 | $7.32M | Buy |
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|
2024
Q4 | $5.79M | Buy |
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|
2024
Q3 | $5.57M | Buy |
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|
2024
Q2 | $4.86M | Buy |
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|
2024
Q1 | $4.58M | Buy |
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|
2023
Q4 | $964K | Sell |
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|
2023
Q3 | $911K | Sell |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $775K | Sell |
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|
2022
Q4 | $748K | Buy |
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|
2022
Q3 | $432K | Sell |
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|
2022
Q2 | $538K | Buy |
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|
2022
Q1 | $437K | Buy |
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|
2021
Q4 | $362K | Buy |
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|
2021
Q3 | $350K | Buy |
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|
2021
Q2 | $340K | Sell |
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|
2021
Q1 | $698K | Buy |
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|
2020
Q4 | $629K | Buy |
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