Total Investment 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 | $2.21M | Buy |
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|
2025
Q1 | $2.15M | Sell |
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|
2024
Q4 | $2.3M | Buy |
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|
2024
Q3 | $2.31M | Sell |
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|
2024
Q2 | $2.17M | Sell |
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|
2024
Q1 | $2.28M | Sell |
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|
2023
Q4 | $2.16M | Buy |
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|
2023
Q3 | $1.89M | Sell |
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|
2023
Q2 | $2.02M | Buy |
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|
2023
Q1 | $1.16M | Buy |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $921K | Buy |
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|
2022
Q2 | $908K | Buy |
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|
2022
Q1 | $1.01M | Sell |
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|
2021
Q4 | $1.04M | Sell |
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|
2021
Q3 | $982K | Sell |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $628K | Sell |
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|
2020
Q4 | $891K | Buy |
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|
2020
Q3 | $738K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $628K | Buy |
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|
2019
Q4 | $651K | Buy |
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|
2019
Q3 | $484K | Buy |
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|
2019
Q2 | $439K | Buy |
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|
2019
Q1 | $425K | Buy |
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|
2018
Q4 | $366K | Buy |
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|
2018
Q3 | $256K | Hold |
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|
2018
Q2 | $244K | Sell |
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|
2018
Q1 | $352K | Buy |
|