Tiemann Investment 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 | $1.72M | Buy |
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|
2025
Q2 | $1.57M | Buy |
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|
2025
Q1 | $1.48M | Sell |
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|
2024
Q4 | $1.5M | Sell |
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|
2024
Q3 | $1.57M | Buy |
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|
2024
Q2 | $1.43M | Buy |
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|
2024
Q1 | $1.45M | Buy |
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|
2023
Q4 | $1.26M | Sell |
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|
2023
Q3 | $1.14M | Sell |
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|
2023
Q2 | $1.21M | Buy |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $984K | Buy |
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|
2022
Q3 | $809K | Sell |
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|
2022
Q2 | $910K | Sell |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $1.05M | Sell |
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|
2021
Q3 | $979K | Sell |
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|
2021
Q2 | $1.02M | Sell |
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|
2021
Q1 | $993K | Buy |
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|
2020
Q4 | $896K | Sell |
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|
2020
Q3 | $805K | Sell |
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|
2020
Q2 | $786K | Buy |
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|
2020
Q1 | $626K | Buy |
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|
2019
Q4 | $706K | Sell |
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|
2019
Q3 | $708K | Buy |
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|
2019
Q2 | $688K | Sell |
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|
2019
Q1 | $672K | Buy |
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|
2018
Q4 | $590K | Sell |
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|
2018
Q3 | $685K | Sell |
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|
2018
Q2 | $657K | Sell |
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|
2018
Q1 | $692K | Sell |
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|
2017
Q4 | $736K | Sell |
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|
2017
Q3 | $699K | Sell |
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|
2017
Q2 | $681K | Buy |
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|
2017
Q1 | $654K | Sell |
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|
2016
Q4 | $644K | Sell |
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|
2016
Q3 | $635K | Sell |
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|
2016
Q2 | $687K | Buy |
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|
2016
Q1 | $629K | Sell |
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|
2015
Q4 | $619K | Sell |
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|
2015
Q3 | $604K | Buy |
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|
2015
Q2 | $605K | Sell |
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|
2015
Q1 | $666K | Buy |
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|
2014
Q4 | $592K | Sell |
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|
2014
Q3 | $612K | Buy |
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|
2014
Q2 | $592K | Buy |
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|
2014
Q1 | $490K | Buy |
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|
2013
Q4 | $450K | Buy |
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