Sage Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.96M | Buy |
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|
2024
Q2 | $2.63M | Buy |
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|
2024
Q1 | $2.35M | Sell |
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|
2023
Q4 | $2.2M | Buy |
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|
2023
Q3 | $1.79M | Sell |
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|
2023
Q2 | $1.87M | Sell |
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|
2023
Q1 | $1.8M | Buy |
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|
2022
Q4 | $1.55M | Sell |
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|
2022
Q3 | $1.44M | Buy |
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|
2022
Q2 | $1.29M | Buy |
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|
2022
Q1 | $1.25M | Buy |
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|
2021
Q4 | $1.14M | Buy |
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