Mission Wealth Management’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 | $2.05M | Buy |
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|
2025
Q1 | $1.99M | Buy |
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|
2024
Q4 | $1.98M | Sell |
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|
2024
Q3 | $2.06M | Buy |
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|
2024
Q2 | $1.78M | Sell |
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|
2024
Q1 | $2.56M | Buy |
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|
2023
Q4 | $1.73M | Sell |
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|
2023
Q3 | $1.55M | Buy |
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|
2023
Q2 | $1.6M | Buy |
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|
2023
Q1 | $1.39M | Sell |
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|
2022
Q4 | $1.39M | Sell |
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|
2022
Q3 | $1.47M | Sell |
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|
2022
Q2 | $1.59M | Buy |
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|
2022
Q1 | $921K | Buy |
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|
2021
Q4 | $825K | Buy |
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|
2021
Q3 | $742K | Buy |
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|
2021
Q2 | $749K | Sell |
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|
2021
Q1 | $718K | Sell |
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|
2020
Q4 | $714K | Buy |
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|
2020
Q3 | $595K | Sell |
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|
2020
Q2 | $577K | Buy |
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|
2020
Q1 | $464K | Buy |
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|
2019
Q4 | $546K | Hold |
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|
2019
Q3 | $500K | Sell |
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|
2019
Q2 | $505K | Hold |
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|
2019
Q1 | $489K | Sell |
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|
2018
Q4 | $455K | Sell |
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|
2018
Q3 | $536K | Sell |
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|
2018
Q2 | $525K | Buy |
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|
2018
Q1 | $521K | Sell |
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|
2017
Q4 | $554K | Hold |
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|
2017
Q3 | $523K | Sell |
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|
2017
Q2 | $542K | Hold |
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|
2017
Q1 | $537K | Hold |
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|
2016
Q4 | $523K | Buy |
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|
2016
Q3 | $410K | Sell |
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|
2016
Q2 | $452K | Buy |
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