Mount Yale Investment 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
Q2 | $4.82M | Buy |
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|
2025
Q1 | $4.02M | Buy |
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|
2024
Q4 | $2.86M | Sell |
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|
2024
Q3 | $3.29M | Sell |
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|
2024
Q2 | $3.07M | Sell |
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|
2024
Q1 | $3.36M | Buy |
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|
2023
Q4 | $344K | Buy |
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|
2023
Q3 | $299K | Hold |
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|
2023
Q2 | $313K | Hold |
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|
2023
Q1 | $295K | Buy |
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|
2022
Q4 | $218K | Sell |
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|
2022
Q3 | $313K | Hold |
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|
2022
Q2 | $335K | Sell |
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|
2022
Q1 | $433K | Sell |
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|
2021
Q4 | $3.8M | Buy |
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|
2021
Q3 | $404K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.67M | Buy |
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