Brick & Kyle Associates’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 | – | Sell |
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|
2024
Q4 | $234K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $276K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $563K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $32K | Hold |
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|
2016
Q4 | $31K | Sell |
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|
2016
Q3 | $34K | Hold |
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|
2016
Q2 | $33K | Hold |
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|
2016
Q1 | $32K | Hold |
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|
2015
Q4 | $32K | Buy |
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|
2015
Q3 | $13K | Hold |
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|
2015
Q2 | $15K | Hold |
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|
2015
Q1 | $15K | Sell |
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|
2014
Q4 | $17K | Buy |
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