American Trust’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 | $806K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $650K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $647K | Sell |
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|
2023
Q4 | $762K | Sell |
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|
2023
Q3 | $888K | Sell |
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|
2023
Q2 | $934K | Hold |
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|
2023
Q1 | $879K | Buy |
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|
2022
Q4 | $826K | Buy |
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|
2022
Q3 | $541K | Sell |
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|
2022
Q2 | $766K | Sell |
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|
2022
Q1 | $925K | Buy |
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|
2021
Q4 | $219K | Buy |
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