Windward Private Wealth Management’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 | $1.15M | Sell |
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|
2025
Q1 | $1.13M | Hold |
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|
2024
Q4 | $1.13M | Hold |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.05M | Sell |
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|
2023
Q3 | $932K | Hold |
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|
2023
Q2 | $977K | Sell |
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|
2023
Q1 | $966K | Sell |
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|
2022
Q4 | $925K | Sell |
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|
2022
Q3 | $982K | Hold |
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|
2022
Q2 | $1.05M | Hold |
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $1.22M | Hold |
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|
2021
Q3 | $1.13M | Hold |
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|
2021
Q2 | $1.15M | Sell |
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|
2021
Q1 | $1.13M | Hold |
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|
2020
Q4 | $1.02M | Buy |
|