Azimuth Capital Investment Management’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 | $1.24M | Buy |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $985K | Buy |
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|
2024
Q3 | $1.02M | Buy |
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|
2024
Q2 | $932K | Sell |
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|
2024
Q1 | $1M | Sell |
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|
2023
Q4 | $945K | Sell |
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|
2023
Q3 | $893K | Sell |
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|
2023
Q2 | $950K | Sell |
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|
2023
Q1 | $894K | Sell |
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|
2022
Q4 | $987K | Sell |
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|
2022
Q3 | $915K | Sell |
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|
2022
Q2 | $1.11M | Buy |
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