Tradition Wealth 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 | $5.18M | Buy |
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|
2025
Q1 | $4.98M | Buy |
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|
2024
Q4 | $3.61M | Buy |
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|
2024
Q3 | $3.63M | Buy |
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|
2024
Q2 | $3.3M | Buy |
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|
2024
Q1 | $3.32M | Buy |
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|
2023
Q4 | $390K | Buy |
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|
2023
Q3 | $344K | Buy |
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|
2023
Q2 | $360K | Buy |
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|
2023
Q1 | $339K | Buy |
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|
2022
Q4 | $324K | Buy |
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|
2022
Q3 | $286K | Hold |
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|
2022
Q2 | $306K | Buy |
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|
2022
Q1 | $346K | Buy |
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|
2021
Q4 | $348K | Buy |
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|
2021
Q3 | $223K | Hold |
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|
2021
Q2 | $227K | Buy |
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|
2021
Q1 | $217K | Hold |
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|
2020
Q4 | $197K | Buy |
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