Ritter Daniher Financial Advisory’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
Q3 | $501K | Hold |
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|
2025
Q2 | $474K | Hold |
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|
2025
Q1 | $462K | Sell |
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|
2024
Q4 | $593K | Hold |
|
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|
2024
Q3 | $613K | Sell |
|
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|
2024
Q2 | $566K | Hold |
|
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|
2024
Q1 | $581K | Sell |
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|
2023
Q4 | $579K | Hold |
|
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|
2023
Q3 | $513K | Hold |
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|
2023
Q2 | $537K | Hold |
|
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|
2023
Q1 | $506K | Sell |
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|
2022
Q4 | $499K | Sell |
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|
2022
Q3 | $659K | Buy |
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|
2022
Q2 | $419K | Buy |
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|
2022
Q1 | $233K | Sell |
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|
2021
Q4 | $257K | Hold |
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|
2021
Q3 | $238K | Hold |
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|
2021
Q2 | $242K | Hold |
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|
2021
Q1 | $232K | Buy |
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|
2020
Q4 | $77K | Buy |
|