Venturi Wealth Management’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 | $2.54M | Buy |
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|
2025
Q2 | $2.09M | Buy |
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|
2025
Q1 | $2.03M | Buy |
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|
2024
Q4 | $1.49M | Sell |
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|
2024
Q3 | $1.97M | Buy |
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|
2024
Q2 | $1.53M | Sell |
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|
2024
Q1 | $1.61M | Buy |
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|
2023
Q4 | $234K | Hold |
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|
2023
Q3 | $207K | Hold |
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|
2023
Q2 | $217K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $585K | Buy |
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|
2018
Q3 | $484K | Buy |
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|
2018
Q2 | $478K | Sell |
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|
2018
Q1 | $537K | Sell |
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|
2017
Q4 | $695K | Sell |
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|
2017
Q3 | $693K | Sell |
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|
2017
Q2 | $1.54M | Sell |
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|
2017
Q1 | $1.68M | Buy |
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