Reynders McVeigh Capital Management’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 | $436K | Sell |
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|
2025
Q1 | $435K | Hold |
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|
2024
Q4 | $436K | Hold |
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|
2024
Q3 | $450K | Hold |
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|
2024
Q2 | $416K | Hold |
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|
2024
Q1 | $427K | Sell |
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|
2023
Q4 | $416K | Hold |
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|
2023
Q3 | $368K | Buy |
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|
2023
Q2 | $303K | Hold |
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|
2023
Q1 | $285K | Buy |
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|
2022
Q4 | $261K | Hold |
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|
2022
Q3 | $231K | Hold |
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|
2022
Q2 | $247K | Hold |
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|
2022
Q1 | $280K | Hold |
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|
2021
Q4 | $281K | Hold |
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|
2021
Q3 | $261K | Hold |
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|
2021
Q2 | $265K | Hold |
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|
2021
Q1 | $254K | Hold |
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|
2020
Q4 | $230K | Hold |
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|
2020
Q3 | $202K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $231K | Sell |
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|
2019
Q4 | $317K | Hold |
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|
2019
Q3 | $290K | Sell |
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|
2019
Q2 | $396K | Hold |
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|
2019
Q1 | $383K | Sell |
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|
2018
Q4 | $374K | Hold |
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|
2018
Q3 | $428K | Sell |
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|
2018
Q2 | $416K | Sell |
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|
2018
Q1 | $459K | Sell |
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|
2017
Q4 | $559K | Hold |
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|
2017
Q3 | $528K | Sell |
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|
2017
Q2 | $587K | Sell |
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|
2017
Q1 | $634K | Sell |
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|
2016
Q4 | $649K | Hold |
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|
2016
Q3 | $607K | Hold |
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|
2016
Q2 | $594K | Hold |
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|
2016
Q1 | $575K | Hold |
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|
2015
Q4 | $566K | Hold |
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|
2015
Q3 | $538K | Buy |
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