Waldron Private Wealth’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 | $1.03M | Hold |
|
|||||
|
2025
Q2 | $977K | Hold |
|
|||||
|
2025
Q1 | $953K | Sell |
|
|||||
|
2024
Q4 | $1.85M | Hold |
|
|||||
|
2024
Q3 | $1.91M | Hold |
|
|||||
|
2024
Q2 | $1.76M | Hold |
|
|||||
|
2024
Q1 | $1.81M | Hold |
|
|||||
|
2023
Q4 | $1.68M | Hold |
|
|||||
|
2023
Q3 | $1.5M | Hold |
|
|||||
|
2023
Q2 | $1.56M | Sell |
|
|||||
|
2023
Q1 | $1.48M | Hold |
|
|||||
|
2022
Q4 | $1.26M | Hold |
|
|||||
|
2022
Q3 | $1.26M | Hold |
|
|||||
|
2022
Q2 | $1.34M | Hold |
|
|||||
|
2022
Q1 | $1.52M | Hold |
|
|||||
|
2021
Q4 | $1.53M | Hold |
|
|||||
|
2021
Q3 | $1.43M | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $10.7M | Hold |
|
|||||
|
2019
Q1 | $10.3M | Buy |
|