Advisor Resource Council’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
Sell
2025
Q1
$2.38M Buy
2024
Q4
Sell
2024
Q3
$410K Buy
2024
Q2
Sell
2024
Q1
$412K Sell
2023
Q4
$2.16M Buy
2022
Q3
Sell
2022
Q2
$1.97M Buy
2022
Q1
Sell
2021
Q4
$2.25M Buy
2021
Q3
Sell
2021
Q2
$2.1M Buy