TD Private Client Wealth’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 | $18.5M | Sell |
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|
2025
Q1 | $18.9M | Sell |
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|
2024
Q4 | $20.3M | Buy |
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|
2024
Q3 | $19.7M | Sell |
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|
2024
Q2 | $18.6M | Sell |
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|
2024
Q1 | $21M | Sell |
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|
2023
Q4 | $20.6M | Sell |
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|
2023
Q3 | $18.3M | Buy |
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|
2023
Q2 | $18.9M | Sell |
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|
2023
Q1 | $19.4M | Buy |
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|
2022
Q4 | $15.7M | Sell |
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|
2022
Q3 | $20.6M | Buy |
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|
2022
Q2 | $21.2M | Buy |
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|
2022
Q1 | $9.66M | Sell |
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|
2021
Q4 | $10.1M | Sell |
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|
2021
Q3 | $10.1M | Sell |
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|
2021
Q2 | $11.8M | Buy |
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|
2021
Q1 | $10.3M | Sell |
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|
2020
Q4 | $9.67M | Sell |
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|
2020
Q3 | $8.6M | Buy |
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|
2020
Q2 | $8.18M | Sell |
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|
2020
Q1 | $13.9M | Sell |
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|
2019
Q4 | $19M | Buy |
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