Parametric Portfolio Associates’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
2022
Q1
$2.87M Buy
2021
Q4
$2.13M Sell
2021
Q3
$1.98M Sell
2021
Q2
$2.15M Buy
2021
Q1
$1.96M Buy
2020
Q4
$1.05M Sell
2020
Q3
$1.27M Sell
2020
Q2
$1.59M Buy
2019
Q3
Sell
2019
Q2
$390K Buy
2019
Q1
Sell
2018
Q4
$303K Buy
2017
Q1
Sell
2016
Q4
$217K Sell
2016
Q3
$211K Sell
2016
Q2
$584K Sell
2016
Q1
$585K Sell
2015
Q4
$715K Sell
2015
Q3
$706K Sell
2015
Q2
$861K Sell
2015
Q1
$922K Sell
2014
Q4
$1.05M Buy