Stonebridge Financial Planning Group’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 | $1.62M | Buy |
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|
2025
Q1 | $1.58M | Sell |
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|
2024
Q4 | $1.61M | Buy |
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|
2024
Q3 | $1.64M | Sell |
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|
2024
Q2 | $1.53M | Buy |
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|
2024
Q1 | $1.55M | Sell |
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|
2023
Q4 | $1.46M | Sell |
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|
2023
Q3 | $1.32M | Sell |
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|
2023
Q2 | $1.41M | Sell |
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|
2023
Q1 | $1.34M | Buy |
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|
2022
Q4 | $1.26M | Sell |
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|
2022
Q3 | $1.15M | Buy |
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|
2022
Q2 | $1.2M | Sell |
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|
2022
Q1 | $1.4M | Buy |
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|
2021
Q4 | $1.36M | Hold |
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|
2021
Q3 | $1.37M | Buy |
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|
2021
Q2 | $1.31M | Buy |
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|
2021
Q1 | $928K | Buy |
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|
2020
Q4 | $812K | Buy |
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|
2020
Q3 | $728K | Sell |
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|
2020
Q2 | $714K | Sell |
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|
2020
Q1 | $682K | Buy |
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|
2019
Q4 | $825K | Buy |
|