Sequoia Financial 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
Q3 | $5.65M | Sell |
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|
2025
Q2 | $5.6M | Buy |
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|
2025
Q1 | $5.26M | Buy |
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|
2024
Q4 | $1.82M | Sell |
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|
2024
Q3 | $2.54M | Buy |
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|
2024
Q2 | $2.22M | Buy |
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|
2024
Q1 | $2.28M | Sell |
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|
2023
Q4 | $3.06M | Buy |
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|
2023
Q3 | $1.95M | Sell |
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|
2023
Q2 | $2.05M | Sell |
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|
2023
Q1 | $2.79M | Sell |
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|
2022
Q4 | $2.69M | Buy |
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|
2022
Q3 | $1.41M | Sell |
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|
2022
Q2 | $2.09M | Buy |
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|
2022
Q1 | $2.29M | Buy |
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|
2021
Q4 | $1.6M | Buy |
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|
2021
Q3 | $216K | Sell |
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|
2021
Q2 | $1.22M | Hold |
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|
2021
Q1 | $1.17M | Buy |
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|
2020
Q4 | $1.06M | Sell |
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|
2020
Q3 | $930K | Buy |
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|
2020
Q2 | $816K | Hold |
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|
2020
Q1 | $726K | Buy |
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|
2019
Q4 | $963K | Sell |
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|
2019
Q3 | $1.01M | Buy |
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|
2019
Q2 | $926K | Hold |
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|
2019
Q1 | $895K | Buy |
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|
2018
Q4 | $346K | Hold |
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|
2018
Q3 | $396K | Sell |
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|
2018
Q2 | $398K | Hold |
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|
2018
Q1 | $395K | Sell |
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|
2017
Q4 | $563K | Sell |
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|
2017
Q3 | $636K | Sell |
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|
2017
Q2 | $758K | Buy |
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|
2017
Q1 | $477K | Sell |
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|
2016
Q4 | $554K | Sell |
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|
2016
Q3 | $554K | Sell |
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|
2016
Q2 | $947K | Buy |
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|
2016
Q1 | $885K | Sell |
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|
2015
Q4 | $1.04M | Buy |
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|
2015
Q3 | $929K | Buy |
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|
2015
Q2 | $953K | Buy |
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|
2015
Q1 | $956K | Buy |
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|
2014
Q4 | $937K | Sell |
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|
2014
Q3 | $928K | Buy |
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|
2014
Q2 | $889K | Buy |
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|
2014
Q1 | $707K | Sell |
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|
2013
Q4 | $766K | Buy |
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