Measured Wealth Private Client Group’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 | $146K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $250K | Hold |
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|
2021
Q4 | $252K | Hold |
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|
2021
Q3 | $234K | Hold |
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|
2021
Q2 | $237K | Hold |
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|
2021
Q1 | $227K | Hold |
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|
2020
Q4 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $253K | Sell |
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|
2019
Q3 | $353K | Sell |
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|
2019
Q2 | $471K | Sell |
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|
2019
Q1 | $519K | Buy |
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|
2018
Q4 | $409K | Sell |
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|
2018
Q3 | $485K | Buy |
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|
2018
Q2 | $254K | Buy |
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