TCI 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
Q3 | $230K | Hold |
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|
2025
Q2 | $217K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $210K | Buy |
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|
2024
Q3 | $207K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $34.3K | Hold |
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|
2022
Q4 | $32.8K | Hold |
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|
2022
Q3 | $29K | Hold |
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|
2022
Q2 | $31K | Sell |
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|
2022
Q1 | $40K | Sell |
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|
2021
Q4 | $45K | Hold |
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|
2021
Q3 | $42K | Hold |
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|
2021
Q2 | $43K | Hold |
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|
2021
Q1 | $41K | Hold |
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|
2020
Q4 | $37K | Hold |
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|
2020
Q3 | $32K | Hold |
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|
2020
Q2 | $31K | Hold |
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|
2020
Q1 | $28K | Sell |
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|
2019
Q4 | $63K | Hold |
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|
2019
Q3 | $58K | Buy |
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|
2019
Q2 | $49K | Hold |
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|
2019
Q1 | $48K | Hold |
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|
2018
Q4 | $43K | Sell |
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|
2018
Q3 | $66K | Buy |
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|
2018
Q2 | $22K | Sell |
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|
2018
Q1 | $27K | Hold |
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|
2017
Q4 | $28K | Hold |
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|
2017
Q3 | $27K | Hold |
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|
2017
Q2 | $26K | Sell |
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|
2017
Q1 | $35K | Sell |
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|
2016
Q4 | $124K | Buy |
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|
2016
Q3 | $32K | Hold |
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|
2016
Q2 | $31K | Hold |
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|
2016
Q1 | $30K | Hold |
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|
2015
Q4 | $30K | Hold |
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|
2015
Q3 | $28K | Sell |
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|
2015
Q2 | $110K | Buy |
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|
2015
Q1 | $18K | Hold |
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|
2014
Q4 | $18K | Hold |
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|
2014
Q3 | $18K | Sell |
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|
2014
Q2 | $20K | Hold |
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|
2014
Q1 | $19K | Hold |
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|
2013
Q4 | $19K | Buy |
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|
2013
Q3 | $4K | Sell |
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|
2013
Q2 | $11K | Buy |
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