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Stockman Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Stockman Wealth Management’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$578K Hold
2025
Q2
$547K Hold
2025
Q1
$534K Sell
2024
Q4
$543K Buy
2024
Q3
$552K Hold
2024
Q2
$510K Hold
2024
Q1
$523K Hold
2023
Q4
$487K Hold
2023
Q3
$431K Hold
2023
Q2
$451K Hold
2023
Q1
$425K Hold
2022
Q4
$406K Hold
2022
Q3
$360K Hold
2022
Q2
$385K Hold
2022
Q1
$436K Hold
2021
Q4
$439K Hold
2021
Q3
$407K Hold
2021
Q2
$413K Hold
2021
Q1
$395K Hold
2020
Q4
$358K Hold
2020
Q3
$315K Hold
2020
Q2
$303K Hold
2020
Q1
$270K Hold
2019
Q4
$364K Hold
2019
Q3
$334K Hold
2019
Q2
$326K Hold
2019
Q1
$316K Hold
2018
Q4
$283K Hold
2018
Q3
$324K Hold
2018
Q2
$308K Hold
2018
Q1
$306K Hold
2017
Q4
$320K Hold
2017
Q3
$302K Buy
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds Fund Manager Portfolios Gain insights from the world's largest funds and super investors
Price Target Consensus See what stocks research analysts are collectively bullish/bearish on Latest Ratings Feed Explore the latest ratings and price targets from the best equity research analysts Equity Analyst Profiles Browse analysts, their latest ratings and track record Research Firm Profiles Browse research firm recommendations, trends, and performance
Fund Manager Index Stock index based on fund manager consensus updated each quarter Analyst Index COMING SOON - Stock index based on equity analyst consensus updated every second

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