Signature Wealth Management Partners’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 | $18.5M | Buy |
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|
2025
Q1 | $16.1M | Buy |
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|
2024
Q4 | $12.5M | Buy |
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|
2024
Q3 | $11.9M | Buy |
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|
2024
Q2 | $10.6M | Buy |
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|
2024
Q1 | $10.4M | Buy |
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|
2023
Q4 | $9.1M | Buy |
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|
2023
Q3 | $7.73M | Buy |
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|
2023
Q2 | $7.71M | Buy |
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|
2023
Q1 | $6.64M | Sell |
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|
2022
Q4 | $6.48M | Buy |
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|
2022
Q3 | $5.4M | Buy |
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|
2022
Q2 | $5.7M | Buy |
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|
2022
Q1 | $6.29M | Buy |
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|
2021
Q4 | $6.32M | Sell |
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|
2021
Q3 | $6M | Buy |
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|
2021
Q2 | $6.01M | Buy |
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|
2021
Q1 | $5.53M | Buy |
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|
2020
Q4 | $4.88M | Buy |
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