Sterling Investment Advisors (Missouri)’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 | $5.27M | Sell |
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|
2025
Q2 | $5.31M | Sell |
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|
2025
Q1 | $5.22M | Sell |
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|
2024
Q4 | $5.33M | Sell |
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|
2024
Q3 | $5.88M | Sell |
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|
2024
Q2 | $5.63M | Sell |
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|
2024
Q1 | $6.11M | Sell |
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|
2023
Q4 | $5.97M | Sell |
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|
2023
Q3 | $5.73M | Sell |
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|
2023
Q2 | $10.2M | Sell |
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|
2023
Q1 | $9.96M | Sell |
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|
2022
Q4 | $9.63M | Sell |
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|
2022
Q3 | $8.64M | Sell |
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|
2022
Q2 | $9.49M | Sell |
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|
2022
Q1 | $11.3M | Sell |
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|
2021
Q4 | $11.7M | Buy |
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|
2021
Q3 | $10.9M | Buy |
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|
2021
Q2 | $10.9M | Buy |
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|
2021
Q1 | $10.3M | Buy |
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|
2020
Q4 | $9.23M | Buy |
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|
2020
Q3 | $8M | Buy |
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|
2020
Q2 | $4.75M | Buy |
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|
2020
Q1 | $3.99M | Buy |
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|
2019
Q4 | $5.32M | Sell |
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|
2019
Q3 | $5.04M | Sell |
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|
2019
Q2 | $4.94M | Sell |
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|
2019
Q1 | $4.85M | Buy |
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|
2018
Q4 | $4.32M | Sell |
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|
2018
Q3 | $4.99M | Buy |
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|
2018
Q2 | $4.72M | Sell |
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|
2018
Q1 | $4.74M | Sell |
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|
2017
Q4 | $5.01M | Sell |
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|
2017
Q3 | $4.73M | Buy |
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|
2017
Q2 | $3.81M | Buy |
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|
2017
Q1 | $3.31M | Buy |
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|
2016
Q4 | $3.15M | Sell |
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|
2016
Q3 | $3.02M | Buy |
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|
2016
Q2 | $2.79M | Sell |
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|
2016
Q1 | $2.71M | Sell |
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|
2015
Q4 | $2.69M | Sell |
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|
2015
Q3 | $2.72M | Sell |
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|
2015
Q2 | $3.13M | Sell |
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|
2015
Q1 | $3.17M | Sell |
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|
2014
Q4 | $3.38M | Buy |
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