Pittenger & Anderson Inc’s iShares S&P 500 Value ETF IVE Stock Holding History

Pittenger & Anderson Inc’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$144K	Hold	684	–	–	0.01%	246
2025 Q4	$145K	Buy	684 +309	+82%	+$64.8K	0.01%	249
2025 Q3	$77.4K	Hold	375	–	–	﹤0.01%	282
2025 Q2	$73.3K	Hold	375	–	–	﹤0.01%	272
2025 Q1	$71.5K	Hold	375	–	–	﹤0.01%	267
2024 Q4	$71.6K	Sell	375 -160	-30%	-$31.7K	﹤0.01%	279
2024 Q3	$105K	Hold	535	–	–	﹤0.01%	269
2024 Q2	$97.4K	Hold	535	–	–	﹤0.01%	270
2024 Q1	$99.9K	Hold	535	–	–	﹤0.01%	265
2023 Q4	$93K	Hold	535	–	–	﹤0.01%	262
2023 Q3	$82.3K	Sell	535 -115	-18%	-$18.6K	﹤0.01%	257
2023 Q2	$105K	Sell	650 -647	-50%	-$99.5K	0.01%	243
2023 Q1	$197K	Sell	1,297 -100	-7%	-$15.1K	0.01%	200
2022 Q4	$203K	Hold	1,397	–	–	0.01%	192
2022 Q3	$180K	Sell	1,397 -62	-4%	-$8.79K	0.01%	197
2022 Q2	$201K	Hold	1,459	–	–	0.01%	197
2022 Q1	$227K	Sell	1,459 -90	-6%	-$13.8K	0.01%	203
2021 Q4	$243K	Sell	1,549 -50	-3%	-$7.6K	0.01%	198
2021 Q3	$233K	Hold	1,599	–	–	0.01%	196
2021 Q2	$236K	Buy	1,599 +62	+4%	+$9.13K	0.01%	189
2021 Q1	$217K	Buy	1,537 +912	+146%	+$123K	0.01%	193
2020 Q4	$80K	Buy	625 +250	+67%	+$30.2K	﹤0.01%	236
2020 Q3	$42K	Hold	375	–	–	﹤0.01%	256
2020 Q2	$41K	Hold	375	–	–	﹤0.01%	256
2020 Q1	$36K	Sell	375 -354	-49%	-$42.1K	﹤0.01%	250
2019 Q4	$95K	Buy	729 +254	+53%	+$31.6K	0.01%	250
2019 Q3	$57K	Sell	475 -25	-5%	-$2.93K	﹤0.01%	260
2019 Q2	$58K	Hold	500	–	–	﹤0.01%	257
2019 Q1	$56K	Hold	500	–	–	﹤0.01%	260
2018 Q4	$51K	Hold	500	–	–	﹤0.01%	254
2018 Q3	$58K	Buy	500 +50	+11%	+$5.74K	﹤0.01%	259
2018 Q2	$50K	Sell	450 -105	-19%	-$11.6K	﹤0.01%	265
2018 Q1	$61K	Hold	555	–	–	0.01%	259
2017 Q4	$63K	Hold	555	–	–	0.01%	264
2017 Q3	$60K	Hold	555	–	–	0.01%	258
2017 Q2	$58K	Hold	555	–	–	0.01%	265
2017 Q1	$58K	Sell	555 -245	-31%	-$25.5K	0.01%	257
2016 Q4	$81K	Sell	800 -92	-10%	-$8.98K	0.01%	250
2016 Q3	$85K	Buy	+892	New	+$84.9K	0.01%	249