Wealth Enhancement Advisory Services’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
Q2 | $17.6M | Sell |
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|
2025
Q1 | $17M | Buy |
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|
2024
Q4 | $16.3M | Buy |
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|
2024
Q3 | $16.6M | Sell |
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|
2024
Q2 | $15.4M | Buy |
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|
2024
Q1 | $14.9M | Buy |
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|
2023
Q4 | $13.9M | Sell |
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|
2023
Q3 | $12.8M | Buy |
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|
2023
Q2 | $1.29M | Sell |
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|
2023
Q1 | $1.39M | Buy |
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|
2022
Q4 | $443K | Sell |
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|
2022
Q3 | $421K | Buy |
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|
2022
Q2 | $410K | Sell |
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|
2022
Q1 | $608K | Sell |
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|
2021
Q4 | $608K | Sell |
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|
2021
Q3 | $610K | Buy |
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|
2021
Q2 | $455K | Buy |
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|
2021
Q1 | $277K | Hold |
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|
2020
Q4 | $253K | Buy |
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|
2020
Q3 | $225K | Hold |
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|
2020
Q2 | $216K | Sell |
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|
2020
Q1 | $614K | Sell |
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|
2019
Q4 | $3.12M | Buy |
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|
2019
Q3 | $2.03M | Buy |
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|
2019
Q2 | $904K | Buy |
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