YHB 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 | $7.35M | Buy |
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|
2025
Q2 | $6.93M | Buy |
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|
2025
Q1 | $6.73M | Buy |
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|
2024
Q4 | $6.71M | Buy |
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|
2024
Q3 | $6.89M | Buy |
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|
2024
Q2 | $6.33M | Buy |
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|
2024
Q1 | $6.47M | Sell |
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|
2023
Q4 | $6.24M | Sell |
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|
2023
Q3 | $6.15M | Hold |
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|
2023
Q2 | $6.44M | Buy |
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|
2023
Q1 | $6.04M | Buy |
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|
2022
Q4 | $5.63M | Buy |
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|
2022
Q3 | $4.24M | Buy |
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|
2022
Q2 | $3.97M | Buy |
|