World Investment Advisors’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
Q3 | $3.38M | Buy |
|
|||||
|
2025
Q2 | $2.97M | Sell |
|
|||||
|
2025
Q1 | $40.4M | Buy |
|
|||||
|
2024
Q4 | $1.6M | Sell |
|
|||||
|
2024
Q3 | $22.2M | Buy |
|
|||||
|
2024
Q2 | $1.27M | Buy |
|
|||||
|
2024
Q1 | $308K | Sell |
|
|||||
|
2023
Q4 | $365K | Sell |
|
|||||
|
2023
Q3 | $18.4M | Buy |
|
|||||
|
2023
Q2 | $372K | Sell |
|
|||||
|
2023
Q1 | $460K | Sell |
|
|||||
|
2022
Q4 | $21.8M | Buy |
|
|||||
|
2022
Q3 | $530K | Sell |
|
|||||
|
2022
Q2 | $795K | Sell |
|
|||||
|
2022
Q1 | $28.4M | Buy |
|
|||||
|
2021
Q4 | $28.3M | Buy |
|
|||||
|
2021
Q3 | $428K | Sell |
|
|||||
|
2021
Q2 | $1.11M | Sell |
|
|||||
|
2021
Q1 | $1.22M | Sell |
|
|||||
|
2020
Q4 | $15.6M | Buy |
|
|||||
|
2020
Q3 | $234K | Buy |
|
|||||
|
2020
Q2 | $243K | Sell |
|
|||||
|
2020
Q1 | $1.42M | Sell |
|
|||||
|
2019
Q4 | $2.6M | Sell |
|
|||||
|
2019
Q3 | $21.2M | Buy |
|
|||||
|
2019
Q2 | $257K | Buy |
|
|||||
|
2019
Q1 | $227K | Sell |
|
|||||
|
2018
Q4 | $23.9M | Buy |
|