Rodgers & Associates’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 | $10.1M | Buy |
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|
2025
Q2 | $9.52M | Sell |
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|
2025
Q1 | $9.33M | Buy |
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|
2024
Q4 | $8.95M | Buy |
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|
2024
Q3 | $8.96M | Buy |
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|
2024
Q2 | $8.11M | Sell |
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|
2024
Q1 | $8.42M | Sell |
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|
2023
Q4 | $7.87M | Buy |
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|
2023
Q3 | $5.69M | Buy |
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|
2023
Q2 | $5.64M | Buy |
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|
2023
Q1 | $4.41M | Sell |
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|
2022
Q4 | $4.35M | Sell |
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|
2022
Q3 | $3.94M | Sell |
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|
2022
Q2 | $4.21M | Sell |
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|
2022
Q1 | $4.85M | Buy |
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|
2021
Q4 | $4.8M | Buy |
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|
2021
Q3 | $4.41M | Sell |
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|
2021
Q2 | $4.48M | Buy |
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|
2021
Q1 | $4.17M | Buy |
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|
2020
Q4 | $3.77M | Buy |
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