AFG Fiduciary Services’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
Q3 | $2.7M | Sell |
|
|||||
|
2025
Q2 | $2.59M | Sell |
|
|||||
|
2025
Q1 | $2.5M | Buy |
|
|||||
|
2024
Q4 | $1.83M | Sell |
|
|||||
|
2024
Q3 | $1.9M | Sell |
|
|||||
|
2024
Q2 | $1.81M | Sell |
|
|||||
|
2024
Q1 | $1.91M | Sell |
|
|||||
|
2023
Q4 | $2.17M | Sell |
|
|||||
|
2023
Q3 | $1.95M | Sell |
|
|||||
|
2023
Q2 | $2.87M | Sell |
|
|||||
|
2023
Q1 | $3.4M | Buy |
|
|||||
|
2022
Q4 | $3.22M | Sell |
|
|||||
|
2022
Q3 | $3.03M | Buy |
|
|||||
|
2022
Q2 | $944K | Buy |
|