Benchmark Investment 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
Q1 | $784K | Sell |
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|
2024
Q4 | $818K | Sell |
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|
2024
Q3 | $984K | Sell |
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|
2024
Q2 | $914K | Sell |
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|
2024
Q1 | $970K | Sell |
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|
2023
Q4 | $1.79M | Sell |
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|
2023
Q3 | $2.17M | Sell |
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|
2023
Q2 | $2.53M | Sell |
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|
2023
Q1 | $2.46M | Sell |
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|
2022
Q4 | $2.49M | Sell |
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|
2022
Q3 | $2.25M | Sell |
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|
2022
Q2 | $3.12M | Buy |
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|
2022
Q1 | $2.35M | Buy |
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|
2021
Q4 | $2.12M | Buy |
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