Woodmont Investment Counsel’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 | $353K | Buy |
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|
2025
Q1 | $340K | Hold |
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|
2024
Q4 | $341K | Hold |
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|
2024
Q3 | $352K | Hold |
|
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|
2024
Q2 | $325K | Hold |
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|
2024
Q1 | $333K | Sell |
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|
2023
Q4 | $312K | Buy |
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|
2023
Q3 | $253K | Hold |
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|
2023
Q2 | $265K | Buy |
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|
2023
Q1 | $243K | Buy |
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|
2022
Q4 | $218K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $206K | Hold |
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|
2022
Q1 | $234K | Hold |
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|
2021
Q4 | $235K | Hold |
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|
2021
Q3 | $218K | Hold |
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|
2021
Q2 | $222K | Buy |
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|
2021
Q1 | $210K | Buy |
|