Welch & Forbes’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 | $508K | Hold |
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|
2025
Q1 | $496K | Sell |
|
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|
2024
Q4 | $561K | Buy |
|
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|
2024
Q3 | $513K | Hold |
|
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|
2024
Q2 | $472K | Hold |
|
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|
2024
Q1 | $486K | Hold |
|
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|
2023
Q4 | $452K | Hold |
|
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|
2023
Q3 | $400K | Sell |
|
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|
2023
Q2 | $500K | Buy |
|
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|
2023
Q1 | $395K | Hold |
|
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|
2022
Q4 | $377K | Hold |
|
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|
2022
Q3 | $334K | Hold |
|
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|
2022
Q2 | $357K | Hold |
|
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|
2022
Q1 | $405K | Hold |
|
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|
2021
Q4 | $407K | Hold |
|
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|
2021
Q3 | $378K | Hold |
|
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|
2021
Q2 | $384K | Sell |
|
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|
2021
Q1 | $397K | Hold |
|
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|
2020
Q4 | $360K | Hold |
|
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|
2020
Q3 | $316K | Hold |
|
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|
2020
Q2 | $304K | Hold |
|
|||||
|
2020
Q1 | $270K | Hold |
|
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|
2019
Q4 | $366K | Hold |
|
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|
2019
Q3 | $335K | Hold |
|
|||||
|
2019
Q2 | $328K | Hold |
|
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|
2019
Q1 | $317K | Hold |
|
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|
2018
Q4 | $284K | Hold |
|
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|
2018
Q3 | $326K | Hold |
|
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|
2018
Q2 | $309K | Hold |
|
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|
2018
Q1 | $307K | Sell |
|
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|
2017
Q4 | $560K | Buy |
|