TD Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.1K | Hold |
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|
2025
Q1 | $52.7K | Sell |
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|
2024
Q4 | $58.5K | Sell |
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|
2024
Q3 | $83.4K | Sell |
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|
2024
Q2 | $85.2K | Sell |
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|
2024
Q1 | $89.1K | Hold |
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|
2023
Q4 | $83K | Sell |
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|
2023
Q3 | $74.6K | Hold |
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|
2023
Q2 | $78.2K | Hold |
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|
2023
Q1 | $73.6K | Sell |
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|
2022
Q4 | $79.2K | Buy |
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|
2022
Q3 | $70K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $84K | Buy |
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|
2021
Q3 | $77K | Buy |
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|
2021
Q2 | $78K | Buy |
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|
2021
Q1 | $74K | Buy |
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|
2020
Q4 | $67K | Buy |
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|
2020
Q3 | $59K | Sell |
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|
2020
Q2 | $62K | Buy |
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|
2020
Q1 | $49K | Buy |
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|
2019
Q4 | $25K | Sell |
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|
2019
Q3 | $24K | Buy |
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|
2019
Q2 | $24K | Sell |
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|
2019
Q1 | $25K | Sell |
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|
2018
Q4 | $26K | Buy |
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|
2018
Q3 | $29K | Buy |
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|
2018
Q2 | $27K | Hold |
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|
2018
Q1 | $27K | Buy |
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|
2017
Q4 | $28K | Buy |
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|
2017
Q3 | $26K | Buy |
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|
2017
Q2 | $26K | Sell |
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|
2017
Q1 | $32K | Sell |
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|
2016
Q4 | $39K | Sell |
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|
2016
Q3 | $38K | Buy |
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|
2016
Q2 | $37K | Sell |
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|
2016
Q1 | $47K | Sell |
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|
2015
Q4 | $85K | Buy |
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|
2015
Q3 | $55K | Buy |
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|
2015
Q2 | $58K | Buy |
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|
2015
Q1 | $37K | Buy |
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|
2014
Q4 | $20K | Buy |
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|
2014
Q3 | $19K | Sell |
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|
2014
Q2 | $28K | Buy |
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|
2014
Q1 | $14K | Buy |
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