Parkside Financial Bank & Trust’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
Q3 | $292K | Hold |
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|
2025
Q2 | $277K | Hold |
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|
2025
Q1 | $270K | Hold |
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|
2024
Q4 | $270K | Hold |
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|
2024
Q3 | $279K | Sell |
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|
2024
Q2 | $270K | Sell |
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|
2024
Q1 | $286K | Buy |
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|
2023
Q4 | $263K | Hold |
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|
2023
Q3 | $233K | Sell |
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|
2023
Q2 | $427K | Hold |
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|
2023
Q1 | $402K | Sell |
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|
2022
Q4 | $386K | Sell |
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|
2022
Q3 | $343K | Hold |
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|
2022
Q2 | $367K | Sell |
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|
2022
Q1 | $431K | Hold |
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|
2021
Q4 | $433K | Sell |
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|
2021
Q3 | $449K | Hold |
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|
2021
Q2 | $456K | Sell |
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|
2021
Q1 | $439K | Hold |
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|
2020
Q4 | $398K | Sell |
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|
2020
Q3 | $378K | Sell |
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|
2020
Q2 | $488K | Buy |
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|
2020
Q1 | $428K | Sell |
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|
2019
Q4 | $579K | Sell |
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|
2019
Q3 | $537K | Hold |
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|
2019
Q2 | $526K | Sell |
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|
2019
Q1 | $549K | Sell |
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|
2018
Q4 | $514K | Buy |
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|
2018
Q3 | $485K | Buy |
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|
2018
Q2 | $346K | Hold |
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|
2018
Q1 | $344K | Hold |
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|
2017
Q4 | $359K | Sell |
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|
2017
Q3 | $348K | Hold |
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|
2017
Q2 | $339K | Hold |
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|
2017
Q1 | $336K | Sell |
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|
2016
Q4 | $359K | Sell |
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|
2016
Q3 | $342K | Buy |
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|
2016
Q2 | $309K | Sell |
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|
2016
Q1 | $310K | Sell |
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|
2015
Q4 | $310K | Sell |
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|
2015
Q3 | $302K | Sell |
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|
2015
Q2 | $342K | Sell |
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|
2015
Q1 | $354K | Hold |
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|
2014
Q4 | $359K | Hold |
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|
2014
Q3 | $345K | Buy |
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|
2014
Q2 | $295K | Sell |
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|
2014
Q1 | $334K | Sell |
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|
2013
Q4 | $342K | Buy |
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|
2013
Q3 | $308K | Sell |
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|
2013
Q2 | $330K | Buy |
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