Stegner Investment Associates’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 | $3.23M | Buy |
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|
2025
Q1 | $3.13M | Sell |
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|
2024
Q4 | $3.27M | Sell |
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|
2024
Q3 | $3.39M | Sell |
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|
2024
Q2 | $3.16M | Sell |
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|
2024
Q1 | $3.24M | Sell |
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|
2023
Q4 | $3.4M | Sell |
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|
2023
Q3 | $3.03M | Sell |
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|
2023
Q2 | $3.27M | Sell |
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|
2023
Q1 | $3.14M | Sell |
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|
2022
Q4 | $3.82M | Buy |
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|
2022
Q3 | $3.2M | Sell |
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|
2022
Q2 | $3.6M | Sell |
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|
2022
Q1 | $4.19M | Sell |
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|
2021
Q4 | $4.65M | Buy |
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|
2021
Q3 | $4.28M | Sell |
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|
2021
Q2 | $4.35M | Sell |
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|
2021
Q1 | $4.49M | Sell |
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|
2020
Q4 | $4.13M | Sell |
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|
2020
Q3 | $3.65M | Buy |
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