Valeo Financial 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 | $3.47M | Buy |
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|
2025
Q1 | $3.29M | Buy |
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|
2024
Q4 | $3.29M | Buy |
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|
2024
Q3 | $3.37M | Sell |
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|
2024
Q2 | $3.22M | Buy |
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|
2024
Q1 | $3.2M | Buy |
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|
2023
Q4 | $3.02M | Sell |
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|
2023
Q3 | $2.76M | Buy |
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|
2023
Q2 | $2.86M | Buy |
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|
2023
Q1 | $2.56M | Buy |
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|
2022
Q4 | $2.11M | Sell |
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|
2022
Q3 | $2.15M | Buy |
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|
2022
Q2 | $1.74M | Sell |
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|
2022
Q1 | $1.99M | Buy |
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|
2021
Q4 | $1.92M | Buy |
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|
2021
Q3 | $1.33M | Hold |
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|
2021
Q2 | $1.35M | Hold |
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|
2021
Q1 | $1.29M | Hold |
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|
2020
Q4 | $1.17M | Buy |
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|
2020
Q3 | $535K | Sell |
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|
2020
Q2 | $525K | Hold |
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|
2020
Q1 | $511K | Buy |
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|
2019
Q4 | $618K | Sell |
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|
2019
Q3 | $593K | Hold |
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|
2019
Q2 | $580K | Hold |
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|
2019
Q1 | $561K | Hold |
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|
2018
Q4 | $503K | Buy |
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|
2018
Q3 | $539K | Buy |
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|
2018
Q2 | $528K | Sell |
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|
2018
Q1 | $951K | Buy |
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|
2017
Q4 | $486K | Sell |
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|
2017
Q3 | $459K | Buy |
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