Weaver Consulting Group’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 | $284K | Hold |
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|
2025
Q1 | $277K | Hold |
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|
2024
Q4 | $277K | Sell |
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|
2024
Q3 | $289K | Sell |
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|
2024
Q2 | $270K | Sell |
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|
2024
Q1 | $454K | Sell |
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|
2023
Q4 | $461K | Sell |
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|
2023
Q3 | $510K | Sell |
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|
2023
Q2 | $549K | Sell |
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|
2023
Q1 | $625K | Buy |
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|
2022
Q4 | $524K | Buy |
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|
2022
Q3 | $232K | Sell |
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|
2022
Q2 | $399K | Sell |
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|
2022
Q1 | $581K | Buy |
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|
2021
Q4 | $332K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $126K | Hold |
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|
2020
Q2 | $121K | Hold |
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|
2020
Q1 | $108K | Hold |
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|
2019
Q4 | $133K | Hold |
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|
2019
Q3 | $134K | Hold |
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|
2019
Q2 | $131K | Hold |
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|
2019
Q1 | $128K | Buy |
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