Tobias Financial 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 | $2.95M | Sell |
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|
2025
Q1 | $2.87M | Buy |
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|
2024
Q4 | $2.83M | Sell |
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|
2024
Q3 | $2.99M | Sell |
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|
2024
Q2 | $2.96M | Sell |
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|
2024
Q1 | $3.06M | Hold |
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|
2023
Q4 | $2.85M | Buy |
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|
2023
Q3 | $2.51M | Sell |
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|
2023
Q2 | $2.72M | Sell |
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|
2023
Q1 | $2.57M | Sell |
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|
2022
Q4 | $2.84M | Sell |
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|
2022
Q3 | $2.56M | Buy |
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|
2022
Q2 | $2M | Sell |
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|
2022
Q1 | $2.27M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2.1M | Sell |
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|
2021
Q2 | $2.4M | Sell |
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|
2021
Q1 | $2.3M | Buy |
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|
2020
Q4 | $973K | Sell |
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|
2020
Q3 | $1.04M | Sell |
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|
2020
Q2 | $1.18M | Sell |
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|
2020
Q1 | $1.12M | Sell |
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|
2019
Q4 | $1.57M | Buy |
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