Parkside 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 | $530K | Buy |
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|
2025
Q1 | $421K | Buy |
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|
2024
Q4 | $422K | Buy |
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|
2024
Q3 | $418K | Hold |
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|
2024
Q2 | $386K | Hold |
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|
2024
Q1 | $396K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $208K | Sell |
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|
2019
Q3 | $338K | Hold |
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|
2019
Q2 | $331K | Sell |
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|
2019
Q1 | $377K | Sell |
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|
2018
Q4 | $367K | Buy |
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|
2018
Q3 | $364K | Sell |
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|
2018
Q2 | $366K | Sell |
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|
2018
Q1 | $372K | Sell |
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|
2017
Q4 | $448K | Hold |
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|
2017
Q3 | $423K | Hold |
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|
2017
Q2 | $412K | Sell |
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|
2017
Q1 | $413K | Hold |
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|
2016
Q4 | $403K | Sell |
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|
2016
Q3 | $404K | Hold |
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|
2016
Q2 | $395K | Hold |
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|
2016
Q1 | $382K | Sell |
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|
2015
Q4 | $408K | Hold |
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|
2015
Q3 | $408K | Sell |
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|
2015
Q2 | $535K | Sell |
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|
2015
Q1 | $551K | Sell |
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|
2014
Q4 | $579K | Hold |
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|
2014
Q3 | $556K | Sell |
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|
2014
Q2 | $576K | Sell |
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|
2014
Q1 | $556K | Sell |
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|
2013
Q4 | $667K | Buy |
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