TS Financial Group (TSFG)’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 | $2.46M | Buy |
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|
2025
Q1 | $2.38M | Buy |
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|
2024
Q4 | $2.38M | Sell |
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|
2024
Q3 | $3.08M | Buy |
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|
2024
Q2 | $2.81M | Sell |
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|
2024
Q1 | $10M | Buy |
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|
2023
Q4 | $2.51M | Buy |
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|
2023
Q3 | $1.52M | Sell |
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|
2023
Q2 | $1.61M | Sell |
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|
2023
Q1 | $1.57M | Sell |
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|
2022
Q4 | $1.55M | Buy |
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|
2022
Q3 | $224K | Sell |
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|
2022
Q2 | $254K | Buy |
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|
2022
Q1 | $271K | Buy |
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|
2021
Q4 | $264K | Hold |
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|
2021
Q3 | $245K | Sell |
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|
2021
Q2 | $266K | Buy |
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|
2021
Q1 | $223K | Sell |
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|
2020
Q4 | $212K | Buy |
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|
2020
Q3 | $186K | Buy |
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|
2020
Q2 | $179K | Hold |
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|
2020
Q1 | $159K | Buy |
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|
2019
Q4 | $215K | Sell |
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|
2019
Q3 | $199K | Sell |
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|
2019
Q2 | $197K | Hold |
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|
2019
Q1 | $190K | Buy |
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