Wealthquest’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 | $301K | Sell |
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|
2025
Q1 | $310K | Hold |
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|
2024
Q4 | $311K | Sell |
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|
2024
Q3 | $325K | Hold |
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|
2024
Q2 | $300K | Hold |
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|
2024
Q1 | $308K | Hold |
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|
2023
Q4 | $287K | Hold |
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|
2023
Q3 | $254K | Sell |
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|
2023
Q2 | $274K | Buy |
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|
2023
Q1 | $251K | Hold |
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|
2022
Q4 | $240K | Hold |
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|
2022
Q3 | $212K | Hold |
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|
2022
Q2 | $226K | Hold |
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|
2022
Q1 | $258K | Hold |
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|
2021
Q4 | $258K | Sell |
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|
2021
Q3 | $264K | Sell |
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|
2021
Q2 | $280K | Hold |
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|
2021
Q1 | $268K | Sell |
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|
2020
Q4 | $258K | Sell |
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|
2020
Q3 | $273K | Hold |
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|
2020
Q2 | $262K | Buy |
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|
2019
Q4 | $1.13M | Sell |
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|
2019
Q3 | $1.05M | Buy |
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|
2019
Q2 | $988K | Buy |
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|
2019
Q1 | $914K | Buy |
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|
2018
Q4 | $772K | Buy |
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