PSI 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 | $241K | Sell |
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|
2025
Q1 | $286K | Buy |
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|
2024
Q4 | $268K | Buy |
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|
2024
Q3 | $247K | Hold |
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|
2024
Q2 | $228K | Hold |
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|
2024
Q1 | $234K | Sell |
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|
2023
Q4 | $226K | Sell |
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|
2023
Q3 | $207K | Hold |
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|
2023
Q2 | $217K | Hold |
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|
2023
Q1 | $204K | Sell |
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|
2022
Q4 | $217K | Sell |
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|
2022
Q3 | $889K | Sell |
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|
2022
Q2 | $1.37M | Sell |
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|
2022
Q1 | $1.62M | Sell |
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|
2021
Q4 | $1.63M | Hold |
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|
2021
Q3 | $1.52M | Sell |
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|
2021
Q2 | $1.56M | Sell |
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|
2021
Q1 | $1.57M | Sell |
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|
2020
Q4 | $1.43M | Sell |
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|
2020
Q3 | $1.42M | Sell |
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|
2020
Q2 | $1.51M | Sell |
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|
2020
Q1 | $1.4M | Sell |
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|
2019
Q4 | $2.05M | Buy |
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