Wealth Alliance’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 | $27M | Buy |
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|
2025
Q2 | $20M | Buy |
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|
2025
Q1 | $15.8M | Sell |
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|
2024
Q4 | $17.1M | Buy |
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|
2024
Q3 | $17.3M | Sell |
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|
2024
Q2 | $16M | Buy |
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|
2024
Q1 | $16.2M | Buy |
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|
2023
Q4 | $7.75M | Buy |
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|
2023
Q3 | $4.36M | Sell |
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|
2023
Q2 | $4.72M | Sell |
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|
2023
Q1 | $4.7M | Sell |
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|
2022
Q4 | $4.58M | Buy |
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|
2022
Q3 | $293K | Sell |
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|
2022
Q2 | $335K | Sell |
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|
2022
Q1 | $4.55M | Sell |
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|
2021
Q4 | $5.75M | Buy |
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|
2021
Q3 | $5.04M | Buy |
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|
2021
Q2 | $5.07M | Sell |
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|
2021
Q1 | $4.91M | Sell |
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|
2020
Q4 | $4.59M | Buy |
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|
2020
Q3 | $3.44M | Buy |
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|
2020
Q2 | $1.28M | Sell |
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|
2020
Q1 | $1.85M | Sell |
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|
2019
Q4 | $3.32M | Buy |
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