YHB Investment Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.93M | Buy |
35,438
+147
| +0.4% | +$28.7K | 0.53% | 51 |
|
|
2025
Q1 | $6.73M | Buy |
35,291
+135
| +0.4% | +$25.7K | 0.56% | 49 |
|
|
2024
Q4 | $6.71M | Buy |
35,156
+190
| +0.5% | +$36.3K | 0.55% | 45 |
|
|
2024
Q3 | $6.89M | Buy |
34,966
+197
| +0.6% | +$38.8K | 0.57% | 44 |
|
|
2024
Q2 | $6.33M | Buy |
34,769
+159
| +0.5% | +$28.9K | 0.54% | 45 |
|
|
2024
Q1 | $6.47M | Sell |
34,610
-1,286
| -4% | -$240K | 0.57% | 46 |
|
|
2023
Q4 | $6.24M | Sell |
35,896
-4,064
| -10% | -$707K | 0.6% | 42 |
|
|
2023
Q3 | $6.15M | Hold |
39,960
| – | – | 0.57% | 47 |
|
|
2023
Q2 | $6.44M | Buy |
39,960
+136
| +0.3% | +$21.9K | 0.6% | 45 |
|
|
2023
Q1 | $6.04M | Buy |
39,824
+1,003
| +3% | +$152K | 0.61% | 47 |
|
|
2022
Q4 | $5.63M | Buy |
38,821
+5,818
| +18% | +$844K | 0.6% | 49 |
|
|
2022
Q3 | $4.24M | Buy |
33,003
+4,148
| +14% | +$533K | 0.47% | 59 |
|
|
2022
Q2 | $3.97M | Buy |
+28,855
| New | +$3.97M | 0.42% | 69 |
|