AtlasMark Financial, Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.97M | Hold |
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|
2025
Q4 | $7.97M | Buy |
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|
2025
Q3 | $7.36M | Buy |
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|
2025
Q2 | $6.18M | Buy |
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|
2025
Q1 | $3.87M | Buy |
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|
2024
Q4 | $3.7M | Buy |
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|
2024
Q3 | $3.63M | Buy |
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|
2023
Q2 | $2.14M | Sell |
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|
2023
Q1 | $2.01M | Buy |
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|
2022
Q3 | $1.76M | Buy |
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|
2022
Q2 | $1.59M | Buy |
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|
2022
Q1 | $1.71M | Buy |
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|
2021
Q4 | $1.67M | Buy |
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|
2021
Q3 | $1.48M | Buy |
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|
2021
Q2 | $1.49M | Buy |
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|
2021
Q1 | $1.42M | Buy |
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|
2020
Q4 | $1.27M | Buy |
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|
2020
Q3 | $1.11M | Buy |
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|
2020
Q2 | $1.02M | Buy |
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|
2020
Q1 | $801K | Buy |
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|
2019
Q4 | $946K | Sell |
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|
2019
Q3 | $908K | Buy |
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