Wealthcare Advisory Partners’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 | $1.78M | Buy |
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|
2025
Q1 | $1.7M | Buy |
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|
2024
Q4 | $1.6M | Sell |
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|
2024
Q3 | $1.69M | Sell |
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|
2024
Q2 | $1.59M | Buy |
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|
2024
Q1 | $1.53M | Buy |
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|
2023
Q4 | $1.18M | Buy |
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|
2023
Q3 | $999K | Buy |
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|
2023
Q2 | $985K | Buy |
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|
2023
Q1 | $923K | Buy |
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|
2022
Q4 | $840K | Buy |
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|
2022
Q3 | $663K | Buy |
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|
2022
Q2 | $595K | Buy |
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|
2022
Q1 | $584K | Buy |
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|
2021
Q4 | $481K | Sell |
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|
2021
Q3 | $489K | Sell |
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|
2021
Q2 | $534K | Buy |
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|
2021
Q1 | $373K | Buy |
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|
2020
Q4 | $312K | Buy |
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|
2020
Q3 | $229K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $139K | Buy |
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|
2019
Q4 | $188K | Buy |
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|
2019
Q3 | $113K | Buy |
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|
2019
Q2 | $110K | Buy |
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|
2019
Q1 | $102K | Buy |
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|
2018
Q4 | $92K | Sell |
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|
2018
Q3 | $143K | Sell |
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|
2018
Q2 | $147K | Buy |
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|
2018
Q1 | $98K | Buy |
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|
2017
Q4 | $100K | Buy |
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|
2017
Q3 | $48K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $8K | Buy |
|