Webster Bank’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 | $247K | Hold |
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|
2025
Q2 | $234K | Hold |
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|
2025
Q1 | $228K | Hold |
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|
2024
Q4 | $229K | Buy |
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|
2024
Q3 | $177K | Hold |
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|
2024
Q2 | $163K | Hold |
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|
2024
Q1 | $168K | Hold |
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|
2023
Q4 | $156K | Hold |
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|
2023
Q3 | $138K | Hold |
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|
2023
Q2 | $145K | Sell |
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|
2023
Q1 | $219K | Sell |
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|
2022
Q4 | $234K | Buy |
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|
2022
Q3 | $194K | Buy |
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|
2022
Q2 | $60K | Sell |
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|
2022
Q1 | $342K | Buy |
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|
2021
Q4 | $46K | Buy |
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|
2021
Q3 | $15K | Hold |
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|
2021
Q2 | $15K | Buy |
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