Vista Capital Partners’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
$216K Hold
2025
Q2
$205K Buy
2021
Q4
Sell
2021
Q3
$201K Hold
2021
Q2
$204K Buy
2018
Q4
Sell
2018
Q3
$209K Sell
2018
Q2
$224K Hold
2018
Q1
$222K Sell
2017
Q4
$240K Hold
2017
Q3
$227K Hold
2017
Q2
$221K Sell
2017
Q1
$276K Buy