Zhang Financial’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 | $1.05M | Sell |
|
|||||
|
2025
Q1 | $1.06M | Sell |
|
|||||
|
2024
Q4 | $1.07M | Buy |
|
|||||
|
2024
Q3 | $870K | Buy |
|
|||||
|
2024
Q2 | $803K | Hold |
|
|||||
|
2024
Q1 | $824K | Sell |
|
|||||
|
2023
Q4 | $771K | Buy |
|
|||||
|
2023
Q3 | $684K | Sell |
|
|||||
|
2023
Q2 | $795K | Buy |
|
|||||
|
2023
Q1 | $447K | Buy |
|
|||||
|
2022
Q4 | $427K | Buy |
|
|||||
|
2022
Q3 | $378K | Buy |
|
|||||
|
2022
Q2 | $350K | Buy |
|
|||||
|
2022
Q1 | $393K | Hold |
|
|||||
|
2021
Q4 | $395K | Buy |
|
|||||
|
2021
Q3 | $353K | Hold |
|
|||||
|
2021
Q2 | $358K | Sell |
|
|||||
|
2021
Q1 | $634K | Hold |
|
|||||
|
2020
Q4 | $576K | Hold |
|
|||||
|
2020
Q3 | $510K | Buy |
|
|||||
|
2020
Q2 | $321K | Sell |
|
|||||
|
2020
Q1 | $382K | Hold |
|
|||||
|
2019
Q4 | $499K | Sell |
|
|||||
|
2019
Q3 | $470K | Hold |
|
|||||
|
2019
Q2 | $458K | Hold |
|
|||||
|
2019
Q1 | $443K | Hold |
|
|||||
|
2018
Q4 | $398K | Hold |
|
|||||
|
2018
Q3 | $456K | Hold |
|
|||||
|
2018
Q2 | $433K | Hold |
|
|||||
|
2018
Q1 | $426K | Hold |
|
|||||
|
2017
Q4 | $453K | Buy |
|
|||||
|
2017
Q3 | $293K | Hold |
|
|||||
|
2017
Q2 | $283K | Buy |
|
|||||
|
2017
Q1 | $203K | Buy |
|