Salomon & Ludwin’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 | $40.2M | Sell |
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|
2025
Q2 | $38.8M | Sell |
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|
2025
Q1 | $37.8M | Sell |
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|
2024
Q4 | $39.1M | Sell |
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|
2024
Q3 | $42.7M | Sell |
|
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|
2024
Q2 | $42.6M | Sell |
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|
2024
Q1 | $58.2M | Sell |
|
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|
2023
Q4 | $48.4M | Hold |
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|
2023
Q3 | $48.4M | Buy |
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|
2023
Q2 | $50.5M | Buy |
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|
2023
Q1 | $47.2M | Buy |
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|
2022
Q4 | $44.6M | Sell |
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|
2022
Q3 | $39.7M | Sell |
|
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|
2022
Q2 | $42.5M | Sell |
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|
2022
Q1 | $48.8M | Sell |
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|
2021
Q4 | $50M | Sell |
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|
2021
Q3 | $46.8M | Buy |
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|
2021
Q2 | $47.1M | Buy |
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|
2021
Q1 | $44.4M | Sell |
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|
2020
Q4 | $40.3M | Sell |
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|
2020
Q3 | $36.4M | Sell |
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|
2020
Q2 | $35.8M | Sell |
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|
2020
Q1 | $42.9M | Buy |
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|
2019
Q4 | $55.3M | Sell |
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|
2019
Q3 | $53.3M | Sell |
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|
2019
Q2 | $52.8M | Buy |
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|
2019
Q1 | $49.9M | Buy |
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|
2018
Q4 | $44.1M | Buy |
|