Truepoint Inc’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 | $2.08M | Sell |
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|
2025
Q1 | $2.86M | Sell |
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|
2024
Q4 | $3.64M | Buy |
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|
2024
Q3 | $3.76M | Sell |
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|
2024
Q2 | $3.48M | Sell |
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|
2024
Q1 | $3.8M | Buy |
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|
2023
Q4 | $3.51M | Sell |
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|
2023
Q3 | $3.11M | Sell |
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|
2023
Q2 | $3.32M | Buy |
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|
2023
Q1 | $3.11M | Buy |
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|
2022
Q4 | $2.82M | Buy |
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|
2022
Q3 | $392K | Hold |
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|
2022
Q2 | $419K | Hold |
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|
2022
Q1 | $475K | Hold |
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|
2021
Q4 | $478K | Hold |
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|
2021
Q3 | $444K | Hold |
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|
2021
Q2 | $450K | Hold |
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|
2021
Q1 | $431K | Hold |
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|
2020
Q4 | $390K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $401K | Hold |
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|
2019
Q3 | $367K | Buy |
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|
2019
Q2 | $356K | Hold |
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|
2019
Q1 | $344K | Hold |
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|
2018
Q4 | $308K | Hold |
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|
2018
Q3 | $353K | Hold |
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|
2018
Q2 | $336K | Buy |
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|
2018
Q1 | $3.11K | Sell |
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|
2017
Q4 | $355K | Hold |
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|
2017
Q3 | $336K | Sell |
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|
2017
Q2 | $335K | Buy |
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