Peterson Wealth 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
Q3 | $408K | Sell |
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|
2025
Q2 | $412K | Buy |
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|
2025
Q1 | $360K | Sell |
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|
2024
Q4 | $404K | Buy |
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|
2024
Q3 | $415K | Sell |
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|
2024
Q2 | $427K | Sell |
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|
2024
Q1 | $448K | Buy |
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|
2023
Q4 | $365K | Sell |
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|
2023
Q3 | $327K | Sell |
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|
2023
Q2 | $344K | Sell |
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|
2023
Q1 | $344K | Hold |
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|
2022
Q4 | $329K | Hold |
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|
2022
Q3 | $291K | Hold |
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|
2022
Q2 | $312K | Hold |
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|
2022
Q1 | $353K | Sell |
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|
2021
Q4 | $432K | Buy |
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|
2021
Q3 | $400K | Hold |
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|
2021
Q2 | $406K | Sell |
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|
2021
Q1 | $388K | Hold |
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|
2020
Q4 | $352K | Hold |
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|
2020
Q3 | $309K | Hold |
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|
2020
Q2 | $297K | Buy |
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|
2020
Q1 | $255K | Sell |
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|
2019
Q4 | $362K | Sell |
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|
2019
Q3 | $334K | Buy |
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|
2019
Q2 | $325K | Buy |
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|
2019
Q1 | $322K | Sell |
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|
2018
Q4 | $283K | Buy |
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|
2018
Q3 | $320K | Sell |
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|
2018
Q2 | $334K | Sell |
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|
2018
Q1 | $344K | Sell |
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|
2017
Q4 | $392K | Buy |
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