Regal Investment 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 | $11.1M | Buy |
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|
2025
Q1 | $9.2M | Buy |
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|
2024
Q4 | $6.26M | Buy |
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|
2024
Q3 | $6.41M | Buy |
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|
2024
Q2 | $5.1M | Buy |
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|
2024
Q1 | $5.04M | Buy |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $993K | Buy |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $976K | Buy |
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|
2022
Q4 | $912K | Buy |
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|
2022
Q3 | $753K | Buy |
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|
2022
Q2 | $776K | Buy |
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|
2022
Q1 | $856K | Buy |
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|
2021
Q4 | $756K | Buy |
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|
2021
Q3 | $605K | Sell |
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|
2021
Q2 | $623K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $355K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $386K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $647K | Sell |
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|
2019
Q3 | $595K | Sell |
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|
2019
Q2 | $614K | Sell |
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|
2019
Q1 | $600K | Buy |
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|
2018
Q4 | $374K | Sell |
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|
2018
Q3 | $573K | Buy |
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|
2018
Q2 | $419K | Sell |
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|
2018
Q1 | $598K | Buy |
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|
2017
Q4 | $606K | Buy |
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|
2017
Q3 | $531K | Sell |
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|
2017
Q2 | $692K | Buy |
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|
2017
Q1 | $616K | Buy |
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|
2016
Q4 | $581K | Buy |
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|
2016
Q3 | $474K | Sell |
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|
2016
Q2 | $534K | Buy |
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|
2016
Q1 | $516K | Buy |
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|
2015
Q4 | $453K | Buy |
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|
2015
Q3 | $317K | Sell |
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|
2015
Q2 | $406K | Buy |
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|
2015
Q1 | $371K | Sell |
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|
2014
Q4 | $383K | Sell |
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|
2014
Q3 | $402K | Buy |
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|
2014
Q2 | $402K | Buy |
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|
2014
Q1 | $362K | Buy |
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|
2013
Q4 | $355K | Buy |
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|
2013
Q3 | $318K | Buy |
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|
2013
Q2 | $295K | Buy |
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