William Blair & Company’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 | $7.49M | Buy |
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|
2025
Q1 | $7.24M | Sell |
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|
2024
Q4 | $7.27M | Buy |
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|
2024
Q3 | $7.37M | Sell |
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|
2024
Q2 | $6.96M | Buy |
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|
2024
Q1 | $6.58M | Sell |
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|
2023
Q4 | $6.22M | Sell |
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|
2023
Q3 | $5.51M | Buy |
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|
2023
Q2 | $5.06M | Buy |
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|
2023
Q1 | $4.47M | Sell |
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|
2022
Q4 | $4.39M | Buy |
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|
2022
Q3 | $1.63M | Sell |
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|
2022
Q2 | $1.78M | Buy |
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|
2022
Q1 | $1.59M | Buy |
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|
2021
Q4 | $1.37M | Buy |
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|
2021
Q3 | $1.18M | Sell |
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|
2021
Q2 | $1.24M | Sell |
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|
2021
Q1 | $1.35M | Buy |
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|
2020
Q4 | $1.02M | Buy |
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|
2020
Q3 | $588K | Sell |
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|
2020
Q2 | $862K | Sell |
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|
2020
Q1 | $1.24M | Buy |
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|
2019
Q4 | $1.61M | Buy |
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|
2019
Q3 | $1.28M | Buy |
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|
2019
Q2 | $1.03M | Sell |
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|
2019
Q1 | $1.31M | Buy |
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|
2018
Q4 | $837K | Sell |
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|
2018
Q3 | $1.6M | Sell |
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|
2018
Q2 | $1.85M | Buy |
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|
2018
Q1 | $1.73M | Buy |
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|
2017
Q4 | $1.72M | Buy |
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|
2017
Q3 | $985K | Buy |
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|
2017
Q2 | $631K | Buy |
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|
2017
Q1 | $406K | Hold |
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|
2016
Q4 | $391K | Hold |
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|
2016
Q3 | $367K | Buy |
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|
2016
Q2 | $322K | Sell |
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|
2016
Q1 | $364K | Hold |
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|
2015
Q4 | $358K | Sell |
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|
2015
Q3 | $350K | Sell |
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|
2015
Q2 | $395K | Sell |
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|
2015
Q1 | $406K | Buy |
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|
2014
Q4 | $403K | Buy |
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|
2014
Q3 | $315K | Hold |
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|
2014
Q2 | $317K | Hold |
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|
2014
Q1 | $304K | Buy |
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|
2013
Q4 | $271K | Buy |
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|
2013
Q3 | $241K | Hold |
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|
2013
Q2 | $233K | Buy |
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