N.E.W. Advisory Services’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 | $867K | Sell |
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|
2025
Q1 | $865K | Sell |
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|
2024
Q4 | $869K | Sell |
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|
2024
Q3 | $918K | Hold |
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|
2024
Q2 | $847K | Hold |
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|
2024
Q1 | $870K | Buy |
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|
2023
Q4 | $791K | Sell |
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|
2023
Q3 | $796K | Hold |
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|
2023
Q2 | $834K | Sell |
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|
2023
Q1 | $1.05M | Hold |
|
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $991K | Sell |
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|
2022
Q2 | $1.08M | Sell |
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|
2022
Q1 | $2.11M | Buy |
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|
2021
Q4 | $1.53M | Sell |
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|
2021
Q3 | $1.58M | Sell |
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|
2021
Q2 | $1.75M | Sell |
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|
2021
Q1 | $2.13M | Sell |
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|
2020
Q4 | $2.81M | Buy |
|