WBH Advisory’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 | $1.92M | Sell |
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|
2025
Q2 | $1.84M | Sell |
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|
2025
Q1 | $1.9M | Sell |
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|
2024
Q4 | $2M | Sell |
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|
2024
Q3 | $2.14M | Sell |
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|
2024
Q2 | $1.98M | Sell |
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|
2024
Q1 | $2.17M | Sell |
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|
2023
Q4 | $2.05M | Sell |
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|
2023
Q3 | $2.3M | Sell |
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|
2023
Q2 | $2.42M | Sell |
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|
2023
Q1 | $2.49M | Buy |
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|
2022
Q3 | $2.12M | Sell |
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|
2022
Q2 | $2.33M | Buy |
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|
2022
Q1 | $713K | Buy |
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|
2021
Q4 | $531K | Buy |
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|
2021
Q3 | $472K | Buy |
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|
2021
Q2 | $481K | Buy |
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|
2021
Q1 | $456K | Buy |
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|
2020
Q4 | $422K | Buy |
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|
2020
Q3 | $346K | Buy |
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|
2020
Q2 | $333K | Buy |
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|
2020
Q1 | $274 | Hold |
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|
2019
Q4 | $371K | Buy |
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|
2019
Q3 | $292K | Hold |
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|
2019
Q2 | $285K | Hold |
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|
2019
Q1 | $276K | Hold |
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|
2018
Q4 | $248 | Hold |
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|
2018
Q3 | $284K | Hold |
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|
2018
Q2 | $270K | Buy |
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