White Pine Capital’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 | $1.33M | Sell |
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|
2025
Q1 | $1.47M | Sell |
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|
2024
Q4 | $1.48M | Buy |
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|
2024
Q3 | $1.51M | Hold |
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|
2024
Q2 | $1.39M | Buy |
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|
2024
Q1 | $1.37M | Sell |
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|
2023
Q4 | $1.43M | Sell |
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|
2023
Q3 | $1.3M | Sell |
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|
2023
Q2 | $1.43M | Buy |
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|
2023
Q1 | $1.23M | Sell |
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|
2022
Q4 | $1.18M | Sell |
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $1.37M | Buy |
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|
2021
Q4 | $1.38M | Buy |
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|
2021
Q3 | $1.22M | Hold |
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|
2021
Q2 | $1.25M | Buy |
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|
2021
Q1 | $707K | Buy |
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|
2020
Q4 | $373K | Sell |
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|
2020
Q3 | $331K | Hold |
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|
2020
Q2 | $319K | Sell |
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|
2020
Q1 | $350K | Sell |
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|
2019
Q4 | $475K | Hold |
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|
2019
Q3 | $435K | Hold |
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|
2019
Q2 | $426K | Hold |
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|
2019
Q1 | $412K | Hold |
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|
2018
Q4 | $370K | Hold |
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|
2018
Q3 | $423K | Buy |
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|
2018
Q2 | $274K | Buy |
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