TD Ameritrade Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $107M | Sell |
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|
2023
Q1 | $107M | Sell |
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|
2022
Q4 | $108M | Sell |
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|
2022
Q3 | $100M | Sell |
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|
2022
Q2 | $112M | Buy |
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|
2022
Q1 | $125M | Sell |
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|
2021
Q4 | $135M | Sell |
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|
2021
Q3 | $123M | Buy |
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|
2021
Q2 | $137M | Sell |
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|
2021
Q1 | $134M | Hold |
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|
2020
Q4 | $134M | Sell |
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|
2020
Q3 | $123M | Sell |
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|
2020
Q2 | $150M | Sell |
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|
2020
Q1 | $134M | Sell |
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|
2019
Q4 | $222M | Sell |
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|
2019
Q3 | $227M | Sell |
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|
2019
Q2 | $233M | Sell |
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|
2019
Q1 | $238M | Sell |
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|
2018
Q4 | $223M | Sell |
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|
2018
Q3 | $329M | Sell |
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|
2018
Q2 | $415M | Buy |
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|
2018
Q1 | $6.2M | Buy |
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|
2017
Q4 | $4.43M | Sell |
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|
2017
Q3 | $4.22M | Buy |
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|
2017
Q2 | $4.1M | Sell |
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|
2017
Q1 | $8.15M | Buy |
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|
2016
Q4 | $7.83M | Sell |
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|
2016
Q3 | $7.41M | Sell |
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|
2016
Q2 | $7.25M | Sell |
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|
2016
Q1 | $8.12M | Sell |
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|
2015
Q4 | $8.26M | Sell |
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|
2015
Q3 | $7.9M | Sell |
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|
2015
Q2 | $8.76M | Buy |
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|
2015
Q1 | $8.08M | Sell |
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|
2014
Q4 | $8.25M | Sell |
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|
2014
Q3 | $7.95M | Buy |
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|
2014
Q2 | $7.91M | Sell |
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|
2014
Q1 | $8.33M | Sell |
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|
2013
Q4 | $8.31M | Sell |
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|
2013
Q3 | $7.64M | Buy |
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|
2013
Q2 | $7.39M | Buy |
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