Willis Johnson & Associates’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 | $7.64M | Buy |
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|
2025
Q1 | $6.53M | Buy |
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|
2024
Q4 | $6.49M | Sell |
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|
2024
Q3 | $6.79M | Sell |
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|
2024
Q2 | $6.29M | Sell |
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|
2024
Q1 | $6.53M | Sell |
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|
2023
Q4 | $6.59M | Sell |
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|
2023
Q3 | $6.1M | Sell |
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|
2023
Q2 | $6.78M | Sell |
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|
2023
Q1 | $6.94M | Sell |
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|
2022
Q4 | $7.09M | Sell |
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|
2022
Q3 | $6.51M | Sell |
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|
2022
Q2 | $7.28M | Sell |
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|
2022
Q1 | $9.11M | Buy |
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|
2021
Q4 | $8.98M | Sell |
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|
2021
Q3 | $12.7M | Sell |
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|
2021
Q2 | $98.4M | Buy |
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|
2021
Q1 | $92.8M | Buy |
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|
2020
Q4 | $79.7M | Buy |
|