Pinnacle Wealth Planning Services’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 | $544K | Sell |
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2025
Q1 | $537K | Sell |
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|
2024
Q4 | $1.41M | Buy |
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|
2024
Q3 | $508K | Sell |
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|
2024
Q2 | $571K | Sell |
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|
2024
Q1 | $917K | Buy |
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|
2023
Q4 | $641K | Sell |
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|
2023
Q3 | $786K | Buy |
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|
2023
Q2 | $622K | Buy |
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|
2023
Q1 | $228K | Sell |
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|
2022
Q4 | $985K | Sell |
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|
2022
Q3 | $1.21M | Sell |
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|
2022
Q2 | $2.02M | Buy |
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|
2022
Q1 | $768K | Buy |
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|
2021
Q4 | $438K | Buy |
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|
2021
Q3 | $396K | Buy |
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|
2021
Q2 | $279K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $656K | Buy |
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|
2020
Q3 | $347K | Sell |
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|
2020
Q2 | $674K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $202K | Sell |
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|
2019
Q3 | $812K | Buy |
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|
2019
Q2 | $248K | Sell |
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|
2019
Q1 | $296K | Sell |
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|
2018
Q4 | $2.9M | Buy |
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|
2018
Q3 | $426K | Sell |
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|
2018
Q2 | $673K | Sell |
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|
2018
Q1 | $897K | Buy |
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|
2017
Q4 | $161K | Buy |
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