Robertson Stephens 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 | $8.15M | Sell |
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|
2025
Q1 | $8.77M | Buy |
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|
2024
Q4 | $7.91M | Sell |
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|
2024
Q3 | $11.9M | Buy |
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|
2024
Q2 | $10.9M | Buy |
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|
2024
Q1 | $10.9M | Buy |
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|
2023
Q4 | $8.87M | Sell |
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|
2023
Q3 | $9.03M | Sell |
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|
2023
Q2 | $19.1M | Sell |
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|
2023
Q1 | $18.5M | Buy |
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|
2022
Q4 | $15.6M | Buy |
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|
2022
Q3 | $7.24M | Buy |
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|
2022
Q2 | $4.17M | Sell |
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|
2022
Q1 | $4.82M | Buy |
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|
2021
Q4 | $4M | Buy |
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|
2021
Q3 | $3.5M | Buy |
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|
2021
Q2 | $1.93M | Sell |
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|
2021
Q1 | $1.96M | Buy |
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|
2020
Q4 | $295K | Sell |
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|
2020
Q3 | $262K | Buy |
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|
2020
Q2 | $249K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $287K | Hold |
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|
2019
Q2 | $281K | Sell |
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|
2019
Q1 | $407K | Hold |
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|
2018
Q4 | $365K | Buy |
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