Peninsula Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $53.4M | Buy |
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|
2024
Q3 | $56.1M | Buy |
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|
2024
Q2 | $50M | Buy |
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|
2024
Q1 | $35.4M | Buy |
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|
2023
Q4 | $22.2M | Buy |
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|
2023
Q3 | $12M | Buy |
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|
2023
Q2 | $11.7M | Buy |
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|
2023
Q1 | $11M | Buy |
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|
2022
Q4 | $10.5M | Buy |
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|
2022
Q3 | $9.06M | Buy |
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|
2022
Q2 | $9.65M | Buy |
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|
2022
Q1 | $10.9M | Buy |
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|
2021
Q4 | $10.9M | Buy |
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|
2021
Q3 | $10.1M | Buy |
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|
2021
Q2 | $10.1M | Sell |
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|
2021
Q1 | $10.1M | Buy |
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|
2020
Q4 | $9.09M | Buy |
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|
2020
Q3 | $5.97M | Buy |
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|
2020
Q2 | $5.74M | Buy |
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|
2020
Q1 | $1.96M | Buy |
|