Plante Moran Financial 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
Q2 | $689K | Sell |
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|
2025
Q1 | $835K | Buy |
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|
2024
Q4 | $830K | Sell |
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|
2024
Q3 | $859K | Hold |
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|
2024
Q2 | $793K | Sell |
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|
2024
Q1 | $934K | Buy |
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|
2023
Q4 | $803K | Hold |
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|
2023
Q3 | $710K | Hold |
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|
2023
Q2 | $744K | Hold |
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|
2023
Q1 | $701K | Buy |
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|
2022
Q4 | $284K | Sell |
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|
2022
Q3 | $507K | Buy |
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|
2022
Q2 | $69K | Hold |
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|
2022
Q1 | $78K | Sell |
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|
2021
Q4 | $200K | Hold |
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|
2021
Q3 | $186K | Hold |
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|
2021
Q2 | $189K | Hold |
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|
2021
Q1 | $181K | Sell |
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|
2020
Q4 | $340K | Buy |
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|
2020
Q3 | $232K | Buy |
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|
2020
Q2 | $67K | Hold |
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|
2020
Q1 | $60K | Buy |
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|
2019
Q4 | $65K | Hold |
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|
2019
Q3 | $59K | Hold |
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|
2019
Q2 | $58K | Hold |
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|
2019
Q1 | $56K | Hold |
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|
2018
Q4 | $50K | Hold |
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|
2018
Q3 | $57K | Hold |
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|
2018
Q2 | $55K | Hold |
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|
2018
Q1 | $54K | Hold |
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|
2017
Q4 | $57K | Hold |
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|
2017
Q3 | $54K | Hold |
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|
2017
Q2 | $52K | Hold |
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|
2017
Q1 | $52K | Hold |
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|
2016
Q4 | $50K | Hold |
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|
2016
Q3 | $47K | Hold |
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|
2016
Q2 | $46K | Hold |
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|
2016
Q1 | $45K | Hold |
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|
2015
Q4 | $44K | Hold |
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|
2015
Q3 | $42K | Sell |
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|
2015
Q2 | $47K | Buy |
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|
2015
Q1 | $46K | Hold |
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|
2014
Q4 | $47K | Hold |
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|
2014
Q3 | $45K | Buy |
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|
2014
Q2 | $20K | Hold |
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|
2014
Q1 | $20K | Hold |
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|
2013
Q4 | $19K | Hold |
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|
2013
Q3 | $18K | Hold |
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|
2013
Q2 | $17K | Buy |
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