Schechter Investment Advisors’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 | $3.26M | Buy |
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|
2024
Q4 | $3.2M | Hold |
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|
2024
Q3 | $3.31M | Hold |
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|
2024
Q2 | $3.05M | Hold |
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|
2024
Q1 | $3.13M | Sell |
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|
2023
Q4 | $2.93M | Sell |
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|
2023
Q3 | $2.61M | Hold |
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|
2023
Q2 | $2.74M | Sell |
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|
2023
Q1 | $2.63M | Sell |
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|
2022
Q4 | $2.52M | Hold |
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|
2022
Q3 | $2.24M | Sell |
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|
2022
Q2 | $2.43M | Hold |
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|
2022
Q1 | $2.75M | Hold |
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|
2021
Q4 | $2.77M | Buy |
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