Strategic Point Investment Advisors’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 | $45.8M | Buy |
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|
2025
Q1 | $44.3M | Sell |
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|
2024
Q4 | $44.9M | Buy |
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|
2024
Q3 | $45.8M | Buy |
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|
2024
Q2 | $42.1M | Sell |
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|
2024
Q1 | $43.7M | Sell |
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|
2023
Q4 | $51.9M | Sell |
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|
2023
Q3 | $46.2M | Buy |
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|
2023
Q2 | $48M | Sell |
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|
2023
Q1 | $46.1M | Sell |
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|
2022
Q4 | $44.1M | Buy |
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|
2022
Q3 | $34.7M | Sell |
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|
2022
Q2 | $37.4M | Buy |
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|
2022
Q1 | $42M | Buy |
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|
2021
Q4 | $23.1M | Buy |
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|
2021
Q3 | $20.9M | Buy |
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|
2021
Q2 | $21.1M | Buy |
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|
2021
Q1 | $20.2M | Buy |
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|
2020
Q4 | $16.8M | Buy |
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|
2020
Q3 | $14.8M | Buy |
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|
2020
Q2 | $14.5M | Buy |
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|
2020
Q1 | $12.4M | Sell |
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|
2019
Q4 | $17.3M | Sell |
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|
2019
Q3 | $16M | Sell |
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|
2019
Q2 | $15.7M | Sell |
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|
2019
Q1 | $15.9M | Sell |
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|
2018
Q4 | $15.4M | Sell |
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|
2018
Q3 | $17.7K | Buy |
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|
2018
Q2 | $16.6M | Buy |
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|
2018
Q1 | $16.3M | Sell |
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|
2017
Q4 | $23.7M | Sell |
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|
2017
Q3 | $23.8M | Buy |
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|
2017
Q2 | $22.9M | Buy |
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|
2017
Q1 | $22.5K | Buy |
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|
2016
Q4 | $21.8M | Buy |
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