Whitcomb & Hess’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 | $1.3M | Buy |
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|
2025
Q2 | $1.22M | Buy |
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|
2025
Q1 | $1.19M | Sell |
|
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|
2024
Q4 | $1.22M | Buy |
|
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|
2024
Q3 | $1.19M | Buy |
|
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|
2024
Q2 | $1.09M | Buy |
|
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|
2024
Q1 | $1.11M | Sell |
|
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|
2023
Q4 | $1.15M | Buy |
|
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|
2023
Q3 | $954K | Sell |
|
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|
2023
Q2 | $1.05M | Buy |
|
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|
2023
Q1 | $987K | Sell |
|
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|
2022
Q4 | $1.09M | Buy |
|
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|
2022
Q3 | $953K | Buy |
|
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|
2022
Q2 | $720K | Buy |
|
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|
2022
Q1 | $500K | Buy |
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|
2021
Q4 | $490K | Sell |
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|
2021
Q3 | $464K | Sell |
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|
2021
Q2 | $476K | Buy |
|