Nicolet 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 | $1.46M | Buy |
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|
2025
Q1 | $379K | Buy |
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|
2024
Q4 | $405K | Sell |
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|
2024
Q3 | $439K | Buy |
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|
2024
Q2 | $372K | Hold |
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|
2024
Q1 | $374K | Hold |
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|
2023
Q4 | $353K | Sell |
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|
2023
Q3 | $315K | Hold |
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|
2023
Q2 | $332K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $422K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $224K | Buy |
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