Patriot Financial Group Insurance Agency’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 | $3.06M | Sell |
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|
2025
Q2 | $22M | Buy |
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|
2025
Q1 | $20.4M | Buy |
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|
2024
Q4 | $18.3M | Buy |
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|
2024
Q3 | $18.1M | Buy |
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|
2024
Q2 | $16.2M | Buy |
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|
2024
Q1 | $15.5M | Buy |
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|
2023
Q4 | $6.73M | Buy |
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|
2023
Q3 | $5.39M | Sell |
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|
2023
Q2 | $6.66M | Buy |
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|
2023
Q1 | $6.23M | Buy |
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|
2022
Q4 | $5.81M | Buy |
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|
2022
Q3 | $5.04M | Buy |
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|
2022
Q2 | $4.66M | Buy |
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|
2022
Q1 | $2.6M | Buy |
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|
2021
Q4 | $1.71M | Buy |
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|
2021
Q3 | $1.31M | Sell |
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|
2021
Q2 | $1.54M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $19K | Sell |
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|
2019
Q1 | $53K | Buy |
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|
2018
Q4 | $2K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $698K | Sell |
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|
2017
Q4 | $775K | Buy |
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|
2017
Q3 | $696K | Buy |
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|
2017
Q2 | $586K | Sell |
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|
2017
Q1 | $636K | Buy |
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|
2016
Q4 | $527K | Buy |
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