Wimmer Associates 1’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 | $322K | Hold |
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|
2025
Q1 | $313K | Hold |
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|
2024
Q4 | $315K | Hold |
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|
2024
Q3 | $325K | Hold |
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|
2024
Q2 | $300K | Hold |
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|
2024
Q1 | $308K | Hold |
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|
2023
Q4 | $287K | Hold |
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|
2023
Q3 | $254K | Hold |
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|
2023
Q2 | $266K | Hold |
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|
2023
Q1 | $250K | Hold |
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|
2022
Q4 | $239K | Hold |
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|
2022
Q3 | $236K | Hold |
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|
2022
Q2 | $227K | Hold |
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|
2022
Q1 | $257K | Hold |
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|
2021
Q4 | $258K | Hold |
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|
2021
Q3 | $240K | Hold |
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|
2021
Q2 | $244K | Hold |
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|
2021
Q1 | $233K | Hold |
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|
2020
Q4 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $215K | Buy |
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