SignatureFD’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 | $432K | Sell |
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|
2025
Q2 | $416K | Sell |
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|
2025
Q1 | $621K | Sell |
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|
2024
Q4 | $622K | Sell |
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|
2024
Q3 | $653K | Sell |
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|
2024
Q2 | $697K | Hold |
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|
2024
Q1 | $715K | Buy |
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|
2023
Q4 | $650K | Sell |
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|
2023
Q3 | $591K | Hold |
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|
2023
Q2 | $620K | Hold |
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|
2023
Q1 | $583K | Sell |
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|
2022
Q4 | $690K | Buy |
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|
2022
Q3 | $510K | Sell |
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|
2022
Q2 | $648K | Sell |
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|
2022
Q1 | $740K | Hold |
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|
2021
Q4 | $744K | Sell |
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|
2021
Q3 | $701K | Buy |
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|
2021
Q2 | $703K | Buy |
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|
2021
Q1 | $585K | Hold |
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|
2020
Q4 | $530K | Buy |
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|
2020
Q3 | $118K | Buy |
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|
2020
Q2 | $108K | Sell |
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|
2020
Q1 | $195K | Sell |
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|
2019
Q4 | $587K | Buy |
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|
2019
Q3 | $328K | Buy |
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|
2019
Q2 | $277K | Buy |
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|
2019
Q1 | $175K | Hold |
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|
2018
Q4 | $157K | Buy |
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|
2018
Q3 | $108K | Hold |
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|
2018
Q2 | $102K | Hold |
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|
2018
Q1 | $102K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $8K | Hold |
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|
2016
Q2 | $8K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $82K | Hold |
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|
2015
Q1 | $82K | Buy |
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