Atlantic Union Bankshares’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Buy |
3,722
+2,069
| +125% | +$404K | 0.02% | 361 |
|
|
2025
Q1 | $315K | Hold |
1,653
| – | – | 0.02% | 257 |
|
|
2024
Q4 | $316K | Hold |
1,653
| – | – | 0.02% | 263 |
|
|
2024
Q3 | $326K | Hold |
1,653
| – | – | 0.02% | 266 |
|
|
2024
Q2 | $301K | Hold |
1,653
| – | – | 0.02% | 271 |
|
|
2024
Q1 | $309K | Hold |
1,653
| – | – | 0.03% | 242 |
|
|
2023
Q4 | $287K | Hold |
1,653
| – | – | 0.03% | 252 |
|
|
2023
Q3 | $254K | Hold |
1,653
| – | – | 0.03% | 255 |
|
|
2023
Q2 | $266K | Buy |
+1,653
| New | +$266K | 0.03% | 256 |
|