Stratos Wealth 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 | $998K | Sell |
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|
2025
Q1 | $3.55M | Sell |
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|
2024
Q4 | $7.2M | Sell |
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|
2024
Q3 | $7.6M | Buy |
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|
2024
Q2 | $6.54M | Buy |
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|
2024
Q1 | $6.37M | Buy |
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|
2023
Q4 | $2.89M | Buy |
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|
2023
Q3 | $768K | Sell |
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|
2023
Q2 | $808K | Buy |
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|
2023
Q1 | $673K | Sell |
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|
2022
Q4 | $656K | Buy |
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|
2022
Q3 | $541K | Sell |
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|
2022
Q2 | $609K | Buy |
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|
2022
Q1 | $549K | Buy |
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|
2021
Q4 | $505K | Buy |
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|
2021
Q3 | $389K | Sell |
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|
2021
Q2 | $513K | Sell |
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|
2021
Q1 | $526K | Buy |
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|
2020
Q4 | $276K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $157K | Buy |
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