Oarsman Capital’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 | $388K | Sell |
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|
2025
Q1 | $380K | Sell |
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|
2024
Q4 | $542K | Sell |
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|
2024
Q3 | $598K | Buy |
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|
2024
Q2 | $552K | Sell |
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|
2024
Q1 | $575K | Buy |
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|
2023
Q4 | $511K | Buy |
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|
2023
Q3 | $436K | Buy |
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|
2023
Q2 | $446K | Buy |
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|
2023
Q1 | $419K | Buy |
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|
2022
Q4 | $400K | Buy |
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|
2022
Q3 | $345K | Buy |
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|
2022
Q2 | $332K | Buy |
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|
2022
Q1 | $333K | Buy |
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|
2021
Q4 | $311K | Sell |
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|
2021
Q3 | $292K | Buy |
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|
2021
Q2 | $290K | Buy |
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|
2021
Q1 | $250K | Hold |
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|
2020
Q4 | $227K | Sell |
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|
2020
Q3 | $222K | Sell |
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|
2020
Q2 | $219K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $252K | Buy |
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|
2019
Q3 | $225K | Sell |
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|
2019
Q2 | $221K | Hold |
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|
2019
Q1 | $214K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $214K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $253K | Hold |
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|
2017
Q3 | $239K | Hold |
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|
2017
Q2 | $233K | Buy |
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|
2017
Q1 | $228K | Sell |
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|
2016
Q4 | $234K | Sell |
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|
2016
Q3 | $224K | Hold |
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|
2016
Q2 | $220K | Buy |
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|
2016
Q1 | $209K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $240K | Sell |
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|
2015
Q1 | $262K | Buy |
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|
2014
Q4 | $262K | Sell |
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|
2014
Q3 | $253K | Buy |
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|
2014
Q2 | $252K | Sell |
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|
2014
Q1 | $246K | Buy |
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|
2013
Q4 | $230K | Buy |
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|
2013
Q3 | $202K | Buy |
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