McKinley Carter Wealth Services’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 | $29.6M | Sell |
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|
2025
Q2 | $28.9M | Sell |
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|
2025
Q1 | $29.3M | Sell |
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|
2024
Q4 | $52.1M | Sell |
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|
2024
Q3 | $56.1M | Sell |
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|
2024
Q2 | $55.3M | Sell |
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|
2024
Q1 | $88.1M | Buy |
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|
2023
Q4 | $81.5M | Sell |
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|
2023
Q3 | $92.9M | Buy |
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|
2023
Q2 | $95.6M | Buy |
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|
2023
Q1 | $73.5M | Buy |
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|
2022
Q4 | $42.9M | Sell |
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|
2022
Q3 | $38.4M | Buy |
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|
2022
Q2 | $39.5M | Buy |
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|
2022
Q1 | $44.5M | Buy |
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|
2021
Q4 | $43.7M | Buy |
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|
2021
Q3 | $38.4M | Buy |
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|
2021
Q2 | $35.7M | Buy |
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|
2021
Q1 | $21.5M | Buy |
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|
2020
Q4 | $8.2M | Buy |
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|
2020
Q3 | $5.23M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $78K | Buy |
|