Vaughan David Investments’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 | $226K | Sell |
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|
2025
Q2 | $215K | Sell |
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|
2025
Q1 | $212K | Sell |
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|
2024
Q4 | $213K | Sell |
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|
2024
Q3 | $222K | Sell |
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|
2024
Q2 | $205K | Sell |
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|
2024
Q1 | $213K | Sell |
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|
2023
Q4 | $356K | Buy |
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|
2023
Q3 | $309K | Sell |
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|
2023
Q2 | $325K | Sell |
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|
2023
Q1 | $308K | Sell |
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|
2022
Q4 | $304K | Sell |
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|
2022
Q3 | $270K | Sell |
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|
2022
Q2 | $290K | Buy |
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|
2022
Q1 | $273K | Sell |
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|
2021
Q4 | $297K | Sell |
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|
2021
Q3 | $277K | Sell |
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|
2021
Q2 | $282K | Sell |
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|
2021
Q1 | $271K | Buy |
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|
2020
Q4 | $238K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $216K | Sell |
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|
2019
Q3 | $210K | Sell |
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|
2019
Q2 | $300K | Sell |
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|
2019
Q1 | $300K | Buy |
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|
2018
Q4 | $260K | Buy |
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|
2018
Q3 | $297K | Buy |
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|
2018
Q2 | $235K | Hold |
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|
2018
Q1 | $234K | Buy |
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|
2017
Q4 | $225K | Hold |
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|
2017
Q3 | $213K | Hold |
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|
2017
Q2 | $207K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $210K | Sell |
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|
2016
Q3 | $206K | Buy |
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