Sandy Spring Bank’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
Q1 | $523K | Sell |
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|
2024
Q4 | $539K | Sell |
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|
2024
Q3 | $561K | Sell |
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|
2024
Q2 | $532K | Sell |
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|
2024
Q1 | $627K | Buy |
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|
2023
Q4 | $541K | Sell |
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|
2023
Q3 | $501K | Buy |
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|
2023
Q2 | $513K | Sell |
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|
2023
Q1 | $489K | Buy |
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|
2022
Q4 | $380K | Hold |
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|
2022
Q3 | $337K | Sell |
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|
2022
Q2 | $363K | Hold |
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|
2022
Q1 | $411K | Sell |
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|
2021
Q4 | $421K | Buy |
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|
2021
Q3 | $379K | Hold |
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|
2021
Q2 | $384K | Sell |
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|
2021
Q1 | $375K | Sell |
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|
2020
Q4 | $349K | Hold |
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|
2020
Q3 | $306K | Sell |
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|
2020
Q2 | $351K | Sell |
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|
2020
Q1 | $368K | Hold |
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|
2019
Q4 | $497K | Hold |
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|
2019
Q3 | $456K | Buy |
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|
2019
Q2 | $377K | Hold |
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|
2019
Q1 | $365K | Sell |
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|
2018
Q4 | $333K | Hold |
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|
2018
Q3 | $381K | Hold |
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|
2018
Q2 | $362K | Sell |
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|
2018
Q1 | $379K | Buy |
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|
2017
Q4 | $318K | Hold |
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|
2017
Q3 | $300K | Sell |
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|
2017
Q2 | $297K | Sell |
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|
2017
Q1 | $368K | Buy |
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|
2016
Q4 | $179K | Sell |
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|
2016
Q3 | $174K | Sell |
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|
2016
Q2 | $172K | Sell |
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|
2016
Q1 | $201K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $17K | Hold |
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|
2013
Q3 | $16K | Sell |
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|
2013
Q2 | $17K | Buy |
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