Strategic Wealth Partners 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $86.5M | Buy |
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|
2023
Q4 | $78.5M | Sell |
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|
2023
Q3 | $70.9M | Buy |
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|
2023
Q2 | $72.1M | Buy |
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|
2023
Q1 | $60.8M | Buy |
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|
2022
Q4 | $54.3M | Buy |
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|
2022
Q3 | $45.7M | Buy |
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|
2022
Q2 | $48.3M | Buy |
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|
2022
Q1 | $53.2M | Sell |
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|
2021
Q4 | $53.9M | Sell |
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|
2021
Q3 | $50.4M | Buy |
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|
2021
Q1 | $49.9M | Buy |
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|
2020
Q4 | $44.9M | Sell |
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|
2020
Q3 | $40.6M | Sell |
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|
2020
Q2 | $41.6M | Buy |
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|
2020
Q1 | $35.7M | Buy |
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|
2019
Q4 | $5.37M | Buy |
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|
2019
Q3 | $4.07M | Buy |
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|
2019
Q2 | $3.87M | Buy |
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|
2019
Q1 | $3.14M | Buy |
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|
2018
Q4 | $2.63M | Buy |
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