Sensible Financial Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $247K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $224K | Hold |
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|
2021
Q4 | $226K | Hold |
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|
2021
Q3 | $210K | Hold |
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|
2021
Q2 | $213K | Sell |
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|
2021
Q1 | $494K | Hold |
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|
2020
Q4 | $448K | Hold |
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|
2020
Q3 | $394K | Sell |
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|
2020
Q2 | $447K | Hold |
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|
2020
Q1 | $398K | Hold |
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|
2019
Q4 | $538K | Sell |
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|
2019
Q3 | $493K | Hold |
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|
2019
Q2 | $483K | Buy |
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|
2019
Q1 | $395K | Hold |
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|
2018
Q4 | $354K | Sell |
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|
2018
Q3 | $408K | Hold |
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|
2018
Q2 | $388K | Hold |
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|
2018
Q1 | $386K | Buy |
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|
2017
Q4 | $394K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $150K | Hold |
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|
2016
Q2 | $147K | Buy |
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|
2016
Q1 | $142K | Sell |
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|
2015
Q4 | $344K | Hold |
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|
2015
Q3 | $327K | Sell |
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|
2015
Q2 | $368K | Buy |
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|
2015
Q1 | $365K | Buy |
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|
2014
Q4 | $225K | Sell |
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|
2014
Q3 | $225K | Buy |
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