Meristem Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $822K | Hold |
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|
2021
Q4 | $827K | Hold |
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|
2021
Q3 | $768K | Sell |
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|
2021
Q2 | $1.89M | Sell |
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|
2021
Q1 | $1.83M | Hold |
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|
2020
Q4 | $1.66M | Sell |
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|
2020
Q3 | $1.48M | Hold |
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|
2020
Q2 | $1.42M | Hold |
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|
2020
Q1 | $1.27M | Hold |
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|
2019
Q4 | $1.71M | Hold |
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|
2019
Q3 | $1.57M | Buy |
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|
2019
Q2 | $1.29M | Hold |
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|
2019
Q1 | $1.25M | Hold |
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|
2018
Q4 | $1.12M | Buy |
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