AlphaCore Capital’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
$3.67M Buy
2025
Q1
$3.55M Buy
2024
Q1
Sell
2023
Q4
$804K Buy
2023
Q3
$713K Sell
2023
Q2
$770K Buy
2023
Q1
$201K Buy
2022
Q4
$49.8K Hold
2022
Q3
$44K Hold
2022
Q2
$47K Sell
2022
Q1
$60K Sell
2021
Q4
$129K Buy
2021
Q3
$35K Buy