Murphy Middleton Hinkle & Parker’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 | $733K | Hold |
|
|||||
|
2025
Q1 | $733K | Buy |
|
|||||
|
2024
Q4 | $706K | Sell |
|
|||||
|
2024
Q3 | $733K | Sell |
|
|||||
|
2024
Q2 | $694K | Sell |
|
|||||
|
2024
Q1 | $758K | Buy |
|
|||||
|
2023
Q4 | $679K | Hold |
|
|||||
|
2023
Q3 | $600K | Hold |
|
|||||
|
2023
Q2 | $629K | Sell |
|
|||||
|
2023
Q1 | $680K | Hold |
|
|||||
|
2022
Q4 | $650K | Sell |
|
|||||
|
2022
Q3 | $632K | Sell |
|
|||||
|
2022
Q2 | $680K | Sell |
|
|||||
|
2022
Q1 | $775K | Buy |
|
|||||
|
2021
Q4 | $745K | Sell |
|
|||||
|
2021
Q3 | $728K | Hold |
|
|||||
|
2021
Q2 | $739K | Buy |
|
|||||
|
2021
Q1 | $683K | Sell |
|
|||||
|
2020
Q4 | $661K | Sell |
|
|||||
|
2020
Q3 | $697K | Sell |
|
|||||
|
2020
Q2 | $1.46M | Sell |
|
|||||
|
2020
Q1 | $1.32M | Sell |
|
|||||
|
2019
Q4 | $1.89M | Buy |
|
|||||
|
2019
Q3 | $1.6M | Sell |
|
|||||
|
2019
Q2 | $1.6M | Sell |
|
|||||
|
2019
Q1 | $1.65M | Sell |
|
|||||
|
2018
Q4 | $1.49M | Buy |
|
|||||
|
2018
Q3 | $1.6M | Buy |
|
|||||
|
2018
Q2 | $1.47M | Sell |
|
|||||
|
2018
Q1 | $1.47M | Buy |
|
|||||
|
2017
Q4 | $1.51M | Buy |
|