New England Private Wealth 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 | $1.02M | Buy |
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|
2025
Q1 | $981K | Buy |
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|
2024
Q4 | $981K | Buy |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $931K | Buy |
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|
2024
Q1 | $932K | Buy |
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|
2023
Q4 | $869K | Buy |
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|
2023
Q3 | $766K | Buy |
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|
2023
Q2 | $803K | Buy |
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|
2023
Q1 | $755K | Buy |
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|
2022
Q4 | $721K | Buy |
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|
2022
Q3 | $636K | Sell |
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|
2022
Q2 | $773K | Sell |
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|
2022
Q1 | $773K | Sell |
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|
2021
Q4 | $828K | Buy |
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|
2021
Q3 | $767K | Buy |
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|
2021
Q2 | $776K | Buy |
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|
2021
Q1 | $540K | Buy |
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|
2020
Q4 | $489K | Buy |
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|
2020
Q3 | $429K | Sell |
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|
2020
Q2 | $681K | Buy |
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|
2020
Q1 | $602K | Buy |
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|
2019
Q4 | $753K | Sell |
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|
2019
Q3 | $700K | Buy |
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|
2019
Q2 | $683K | Buy |
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|
2019
Q1 | $655K | Buy |
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|
2018
Q4 | $585K | Buy |
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|
2018
Q3 | $663K | Buy |
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|
2018
Q2 | $626K | Hold |
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|
2018
Q1 | $622K | Buy |
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|
2017
Q4 | $607K | Sell |
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|
2017
Q3 | $663K | Sell |
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|
2017
Q2 | $659K | Hold |
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|
2017
Q1 | $656K | Buy |
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|
2016
Q4 | $636K | Buy |
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|
2016
Q3 | $541K | Buy |
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|
2016
Q2 | $530K | Buy |
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|
2016
Q1 | $511K | Buy |
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|
2015
Q4 | $480K | Sell |
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|
2015
Q3 | $471K | Buy |
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|
2015
Q2 | $515K | Buy |
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|
2015
Q1 | $513K | Buy |
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|
2014
Q4 | $519K | Buy |
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|
2014
Q3 | $497K | Buy |
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|
2014
Q2 | $495K | Sell |
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|
2014
Q1 | $526K | Buy |
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|
2013
Q4 | $339K | Buy |
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