Stockman Wealth Management’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 | $578K | Hold |
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2025
Q2 | $547K | Hold |
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2025
Q1 | $534K | Sell |
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2024
Q4 | $543K | Buy |
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2024
Q3 | $552K | Hold |
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2024
Q2 | $510K | Hold |
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2024
Q1 | $523K | Hold |
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2023
Q4 | $487K | Hold |
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2023
Q3 | $431K | Hold |
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2023
Q2 | $451K | Hold |
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2023
Q1 | $425K | Hold |
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2022
Q4 | $406K | Hold |
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2022
Q3 | $360K | Hold |
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2022
Q2 | $385K | Hold |
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2022
Q1 | $436K | Hold |
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2021
Q4 | $439K | Hold |
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2021
Q3 | $407K | Hold |
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2021
Q2 | $413K | Hold |
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2021
Q1 | $395K | Hold |
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2020
Q4 | $358K | Hold |
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2020
Q3 | $315K | Hold |
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2020
Q2 | $303K | Hold |
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2020
Q1 | $270K | Hold |
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2019
Q4 | $364K | Hold |
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2019
Q3 | $334K | Hold |
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2019
Q2 | $326K | Hold |
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2019
Q1 | $316K | Hold |
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2018
Q4 | $283K | Hold |
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2018
Q3 | $324K | Hold |
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2018
Q2 | $308K | Hold |
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2018
Q1 | $306K | Hold |
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2017
Q4 | $320K | Hold |
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2017
Q3 | $302K | Buy |
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