Prospera Financial 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 | $5.03M | Sell |
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|
2025
Q1 | $5.03M | Buy |
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|
2024
Q4 | $4.93M | Buy |
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|
2024
Q3 | $4.75M | Buy |
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|
2024
Q2 | $3.84M | Buy |
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|
2024
Q1 | $3.63M | Buy |
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|
2023
Q4 | $3.25M | Sell |
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|
2023
Q3 | $3M | Sell |
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|
2023
Q2 | $3.41M | Buy |
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|
2023
Q1 | $3.11M | Sell |
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|
2022
Q4 | $3.12M | Sell |
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|
2022
Q3 | $3.18M | Sell |
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|
2022
Q2 | $3.54M | Buy |
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|
2022
Q1 | $3.52M | Buy |
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|
2021
Q4 | $1.61M | Buy |
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|
2021
Q3 | $1.25M | Buy |
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|
2021
Q2 | $1.14M | Buy |
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|
2021
Q1 | $931K | Buy |
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|
2020
Q4 | $675K | Buy |
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|
2020
Q3 | $55K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $253K | Buy |
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|
2019
Q3 | $225K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $467K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $541K | Sell |
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|
2015
Q2 | $616K | Buy |
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|
2015
Q1 | $608K | Buy |
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|
2014
Q4 | $580K | Sell |
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|
2014
Q3 | $571K | Sell |
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|
2014
Q2 | $582K | Buy |
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|
2014
Q1 | $496K | Buy |
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|
2013
Q4 | $422K | Buy |
|