Towerpoint 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
Q3 | $1.11M | Sell |
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|
2025
Q2 | $1.09M | Buy |
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|
2025
Q1 | $530K | Sell |
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|
2024
Q4 | $588K | Buy |
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|
2024
Q3 | $606K | Sell |
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|
2024
Q2 | $561K | Buy |
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|
2024
Q1 | $575K | Sell |
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|
2023
Q4 | $536K | Buy |
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|
2023
Q3 | $473K | Hold |
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|
2023
Q2 | $495K | Sell |
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|
2023
Q1 | $482K | Buy |
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|
2022
Q4 | $460K | Sell |
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|
2022
Q3 | $409K | Hold |
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|
2022
Q2 | $438K | Sell |
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|
2022
Q1 | $499K | Sell |
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|
2021
Q4 | $518K | Buy |
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|
2021
Q3 | $480K | Sell |
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|
2021
Q2 | $588K | Hold |
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|
2021
Q1 | $563K | Sell |
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|
2020
Q4 | $517K | Buy |
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|
2020
Q3 | $348K | Sell |
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|
2020
Q2 | $339K | Hold |
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|
2020
Q1 | $302K | Hold |
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|
2019
Q4 | $408K | Sell |
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|
2019
Q3 | $378K | Hold |
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|
2019
Q2 | $377K | Sell |
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|
2019
Q1 | $368K | Sell |
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|
2018
Q4 | $332K | Sell |
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|
2018
Q3 | $383K | Hold |
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|
2018
Q2 | $365K | Sell |
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|
2018
Q1 | $415K | Hold |
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|
2017
Q4 | $434K | Buy |
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