Tranquility Partners’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 | $2.11M | Buy |
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|
2025
Q2 | $2M | Sell |
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|
2025
Q1 | $1.95M | Buy |
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|
2024
Q4 | $1.88M | Buy |
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|
2024
Q3 | $1.91M | Sell |
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|
2024
Q2 | $1.79M | Buy |
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|
2024
Q1 | $1.81M | Buy |
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|
2023
Q4 | $1.65M | Sell |
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|
2023
Q3 | $1.56M | Sell |
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|
2023
Q2 | $1.66M | Buy |
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|
2023
Q1 | $1.53M | Buy |
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|
2022
Q4 | $1.42M | Buy |
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|
2022
Q3 | $991K | Sell |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $767K | Buy |
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|
2021
Q4 | $602K | Buy |
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|
2021
Q3 | $477K | Buy |
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|
2021
Q2 | $449K | Buy |
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|
2021
Q1 | $402K | Buy |
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|
2020
Q4 | $353K | Buy |
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|
2020
Q3 | $264K | Buy |
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