Westside Investment Management’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 | $10.3K | Hold |
|
|||||
|
2025
Q2 | $9.77K | Hold |
|
|||||
|
2025
Q1 | $9.53K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $15 | Hold |
|
|||||
|
2021
Q2 | $15 | Hold |
|
|||||
|
2021
Q1 | $15 | Buy |
|
|||||
|
2019
Q2 | $84 | Buy |
|
|||||
|
2018
Q4 | $72.9K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $79.3K | Hold |
|
|||||
|
2018
Q1 | $77.2K | Hold |
|
|||||
|
2017
Q4 | $84K | Hold |
|
|||||
|
2017
Q3 | $78.4K | Hold |
|
|||||
|
2017
Q2 | $75.6K | Hold |
|
|||||
|
2017
Q1 | $74.6K | Buy |
|