SeaCrest Wealth Management’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
Q2 | $222K | Sell |
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|
2025
Q1 | $230K | Hold |
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|
2024
Q4 | $230K | Hold |
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|
2024
Q3 | $238K | Hold |
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|
2024
Q2 | $220K | Sell |
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|
2024
Q1 | $365K | Sell |
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|
2023
Q4 | $486K | Sell |
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|
2023
Q3 | $477K | Sell |
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|
2023
Q2 | $508K | Sell |
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|
2023
Q1 | $525K | Hold |
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|
2022
Q4 | $502K | Buy |
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|
2022
Q3 | $407K | Hold |
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|
2022
Q2 | $435K | Buy |
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|
2022
Q1 | $492K | Buy |
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|
2021
Q4 | $490K | Hold |
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|
2021
Q3 | $455K | Buy |
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|
2021
Q2 | $461K | Buy |
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|
2021
Q1 | $412K | Buy |
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|
2020
Q4 | $373K | Buy |
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|
2020
Q3 | $327K | Buy |
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|
2020
Q2 | $314K | Sell |
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|
2020
Q1 | $286K | Sell |
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|
2019
Q4 | $947K | Buy |
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|
2019
Q3 | $867K | Buy |
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|
2019
Q2 | $363K | Buy |
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|
2019
Q1 | $351K | Buy |
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|
2018
Q4 | $314K | Buy |
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|
2018
Q3 | $359K | Buy |
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|
2018
Q2 | $287K | Hold |
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|
2018
Q1 | $285K | Buy |
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|
2017
Q4 | $298K | Buy |
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