Bay Harbor Wealth 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
Q3 | $12M | Buy |
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|
2025
Q2 | $11M | Buy |
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|
2025
Q1 | $9.14M | Buy |
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|
2024
Q4 | $5.89M | Buy |
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|
2024
Q3 | $5.74M | Buy |
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|
2024
Q2 | $5.19M | Buy |
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|
2024
Q1 | $5.26M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $31K | Sell |
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|
2019
Q2 | $86K | Buy |
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|
2019
Q1 | $23K | Sell |
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|
2018
Q4 | $97K | Buy |
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