Plancorp LLC’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 | – | Sell |
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|
2025
Q2 | $572K | Hold |
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|
2025
Q1 | $558K | Buy |
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|
2024
Q4 | $559K | Sell |
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|
2024
Q3 | $578K | Sell |
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|
2024
Q2 | $541K | Buy |
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|
2024
Q1 | $542K | Buy |
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|
2023
Q4 | $491K | Hold |
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|
2023
Q3 | $435K | Sell |
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|
2023
Q2 | $551K | Hold |
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|
2023
Q1 | $519K | Hold |
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|
2022
Q4 | $496K | Sell |
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|
2022
Q3 | $510K | Buy |
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|
2022
Q2 | $493K | Sell |
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|
2022
Q1 | $586K | Hold |
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|
2021
Q4 | $589K | Hold |
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|
2021
Q3 | $547K | Sell |
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|
2021
Q2 | $645K | Hold |
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|
2021
Q1 | $617K | Buy |
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|
2020
Q4 | $559K | Buy |
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|
2020
Q3 | $343K | Sell |
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|
2020
Q2 | $408K | Sell |
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|
2020
Q1 | $394K | Sell |
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|
2019
Q4 | $738K | Buy |
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|
2019
Q3 | $638K | Hold |
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|
2019
Q2 | $624K | Hold |
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|
2019
Q1 | $604K | Sell |
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|
2018
Q4 | $708K | Sell |
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|
2018
Q3 | $874K | Hold |
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|
2018
Q2 | $831K | Hold |
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|
2018
Q1 | $824K | Buy |
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|
2017
Q4 | $513K | Buy |
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|
2017
Q3 | $314K | Hold |
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|
2017
Q2 | $305K | Hold |
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|
2017
Q1 | $303K | Hold |
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|
2016
Q4 | $295K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $449K | Buy |
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