Wealth Quarterback’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 | $200K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $289K | Sell |
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|
2024
Q2 | $267K | Buy |
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|
2024
Q1 | $265K | Buy |
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|
2023
Q4 | $246K | Sell |
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|
2023
Q3 | $237K | Sell |
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|
2023
Q2 | $301K | Sell |
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|
2023
Q1 | $311K | Sell |
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|
2022
Q4 | $370K | Sell |
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|
2022
Q3 | $370K | Sell |
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|
2022
Q2 | $419K | Buy |
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|
2021
Q3 | $665K | Sell |
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|
2021
Q2 | $685K | Buy |
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|
2020
Q4 | $2.69M | Buy |
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|
2020
Q3 | $2.13M | Hold |
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|
2020
Q2 | $2.13M | Buy |
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|
2020
Q1 | $1.73M | Buy |
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|
2019
Q4 | $1.34M | Buy |
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