Tradewinds Capital 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
Q4 | $116K | Hold |
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|
2025
Q3 | $113K | Hold |
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|
2025
Q2 | $107K | Hold |
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|
2025
Q1 | $104K | Hold |
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|
2024
Q4 | $104K | Sell |
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|
2024
Q3 | $113K | Buy |
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|
2024
Q2 | $99.6K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $65K | Hold |
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|
2021
Q4 | $66K | Hold |
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|
2021
Q3 | $61K | Buy |
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|
2021
Q2 | $43K | Buy |
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