Aptus Capital Advisors’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 | $2.03M | Sell |
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|
2025
Q1 | $2.09M | Buy |
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|
2024
Q4 | $2.08M | Buy |
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|
2024
Q3 | $1.99M | Buy |
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|
2024
Q2 | $1.77M | Sell |
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|
2024
Q1 | $2.14M | Buy |
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|
2023
Q4 | $156K | Sell |
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|
2023
Q3 | $571K | Buy |
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|
2023
Q2 | $64.8K | Hold |
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|
2023
Q1 | $61K | Buy |
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|
2022
Q4 | $33.8K | Sell |
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|
2022
Q3 | $71K | Hold |
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|
2022
Q2 | $75K | Buy |
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|
2022
Q1 | $36K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $4K | Sell |
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|
2019
Q4 | $18K | Buy |
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|
2019
Q3 | $11K | Buy |
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