RKL Wealth 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 | $3.72M | Sell |
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|
2025
Q1 | $3.77M | Sell |
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|
2024
Q4 | $4.41M | Sell |
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|
2024
Q3 | $6.05M | Sell |
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|
2024
Q2 | $5.83M | Sell |
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|
2024
Q1 | $6.17M | Sell |
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|
2023
Q4 | $6.79M | Sell |
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|
2023
Q3 | $6.21M | Sell |
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|
2023
Q2 | $6.59M | Sell |
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|
2023
Q1 | $6.29M | Buy |
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|
2022
Q4 | $5.86M | Buy |
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|
2022
Q3 | $5.14M | Sell |
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|
2022
Q2 | $5.58M | Sell |
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|
2022
Q1 | $6.38M | Sell |
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|
2021
Q4 | $6.54M | Sell |
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|
2021
Q3 | $6.09M | Sell |
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|
2021
Q2 | $6.21M | Sell |
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|
2021
Q1 | $6.14M | Sell |
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|
2020
Q4 | $5.76M | Sell |
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|
2020
Q3 | $5.46M | Sell |
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|
2020
Q2 | $5.43M | Buy |
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|
2020
Q1 | $4.79M | Sell |
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|
2019
Q4 | $6.84M | Sell |
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|
2019
Q3 | $6.62M | Sell |
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|
2019
Q2 | $7.39M | Sell |
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|
2019
Q1 | $7.29M | Buy |
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|
2018
Q4 | $6.41M | Sell |
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|
2018
Q3 | $7.68M | Sell |
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|
2018
Q2 | $7.48M | Sell |
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|
2018
Q1 | $7.52M | Sell |
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|
2017
Q4 | $7.87M | Buy |
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|
2017
Q3 | $6.46M | Buy |
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|
2017
Q2 | $4.94M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $611K | Buy |
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