Platte River 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $37.5M | Buy |
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|
2024
Q2 | $33.8M | Buy |
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|
2024
Q1 | $34.3M | Buy |
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|
2023
Q4 | $28.4M | Buy |
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|
2023
Q3 | $12.8M | Buy |
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|
2023
Q2 | $13.3M | Buy |
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|
2023
Q1 | $11.3M | Buy |
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|
2022
Q4 | $10.6M | Sell |
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|
2022
Q3 | $10.3M | Sell |
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|
2022
Q2 | $11.5M | Sell |
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|
2022
Q1 | $14.8M | Buy |
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|
2021
Q4 | $14.5M | Buy |
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|
2021
Q3 | $12M | Buy |
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|
2021
Q2 | $11.3M | Buy |
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|
2021
Q1 | $10.7M | Buy |
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|
2020
Q4 | $8.51M | Buy |
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|
2020
Q3 | $5.44M | Buy |
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|
2020
Q2 | $4.77M | Buy |
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|
2019
Q4 | $2.16M | Buy |
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