Atria Wealth Solutions’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 | $25.7M | Sell |
|
|||||
|
2025
Q1 | $47M | Buy |
|
|||||
|
2024
Q4 | $37.3M | Buy |
|
|||||
|
2024
Q3 | $38.3M | Buy |
|
|||||
|
2024
Q2 | $35.1M | Buy |
|
|||||
|
2024
Q1 | $36M | Buy |
|
|||||
|
2023
Q4 | $12.6M | Buy |
|
|||||
|
2023
Q3 | $10.9M | Buy |
|
|||||
|
2023
Q2 | $11M | Sell |
|
|||||
|
2023
Q1 | $10.6M | Sell |
|
|||||
|
2022
Q4 | $12.5M | Sell |
|
|||||
|
2022
Q3 | $11.6M | Sell |
|
|||||
|
2022
Q2 | $14.7M | Buy |
|
|||||
|
2022
Q1 | $13.2M | Buy |
|