TRUE Private Wealth Advisors’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 | $2.27M | Sell |
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|
2025
Q1 | $2.59M | Sell |
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|
2024
Q4 | $2.72M | Sell |
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|
2024
Q3 | $3.52M | Sell |
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|
2024
Q2 | $3.26M | Buy |
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|
2024
Q1 | $3.28M | Buy |
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|
2023
Q4 | $1.87M | Sell |
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|
2023
Q3 | $1.67M | Buy |
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|
2023
Q2 | $1.72M | Buy |
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|
2023
Q1 | $1.61M | Buy |
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|
2022
Q4 | $1.53M | Sell |
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|
2022
Q3 | $1.36M | Sell |
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|
2022
Q2 | $1.5M | Sell |
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|
2022
Q1 | $1.97M | Buy |
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|
2021
Q4 | $1.8M | Buy |
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|
2021
Q3 | $1.62M | Buy |
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|
2021
Q2 | $1.53M | Buy |
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|
2021
Q1 | $1.43M | Buy |
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|
2020
Q4 | $302K | Sell |
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|
2020
Q3 | $275K | Sell |
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|
2020
Q2 | $6.28M | Sell |
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|
2020
Q1 | $5.69M | Sell |
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|
2019
Q4 | $20.9M | Sell |
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|
2019
Q3 | $19.3M | Sell |
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|
2019
Q2 | $18.9M | Sell |
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|
2019
Q1 | $18.5M | Buy |
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|
2018
Q4 | $16.4M | Buy |
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|
2018
Q3 | $12.7M | Sell |
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|
2018
Q2 | $20.3M | Buy |
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|
2018
Q1 | $19.3M | Sell |
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|
2017
Q4 | $20.7M | Sell |
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|
2017
Q3 | $21.2M | Sell |
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|
2017
Q2 | $20.8M | Sell |
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|
2017
Q1 | $28.6M | Buy |
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|
2016
Q4 | $27.6M | Buy |
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|
2016
Q3 | $12.4M | Buy |
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|
2016
Q2 | $9.39M | Buy |
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