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
         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 | 
         |