Advisors Capital Management’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 | $759K | Sell |
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|
2025
Q1 | $830K | Sell |
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|
2024
Q4 | $861K | Buy |
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|
2024
Q3 | $876K | Sell |
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|
2024
Q2 | $1.57M | Sell |
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|
2024
Q1 | $1.67M | Buy |
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|
2023
Q4 | $1.46M | Buy |
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|
2023
Q3 | $790K | Hold |
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|
2023
Q2 | $828K | Buy |
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|
2023
Q1 | $772K | Sell |
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|
2022
Q4 | $812K | Hold |
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|
2022
Q3 | $822K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $216K | Buy |
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