Brand Asset Management Group’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
Q4
$408K Buy
2021
Q4
Sell
2021
Q3
$217K Hold
2021
Q2
$220K Sell
2021
Q1
$211K Buy
2020
Q4
$191K Hold
2020
Q3
$168K Hold
2020
Q2
$161K Hold
2020
Q1
$143K Buy