BTC Capital Management’s iShares S&P 500 Value ETF IVE Stock Holding History

BTC Capital Management’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.72M	Hold
2025 Q1	$3.63M	Sell
2024 Q4	$3.68M	Hold
2024 Q3	$3.8M	Hold
2024 Q2	$3.51M	Hold
2024 Q1	$3.6M	Buy
2023 Q3	$2.93M	Hold
2023 Q2	$3.07M	Hold
2023 Q1	$2.89M	Hold
2022 Q4	$2.76M	Hold
2022 Q3	$2.45M	Hold
2022 Q2	$2.62M	Hold
2022 Q1	$2.96M	Hold
2021 Q4	$2.98M	Hold
2021 Q3	$2.77M	Hold
2021 Q2	$2.81M	Hold
2021 Q1	$2.69M	Hold
2020 Q4	$2.44M	Hold
2020 Q3	$2.14M	Hold
2020 Q2	$2.06M	Hold
2020 Q1	$1.83M	Hold
2019 Q4	$2.48M	Hold
2019 Q3	$2.27M	Hold
2019 Q2	$2.22M	Hold
2019 Q1	$2.15M	Hold
2018 Q4	$1.93M	Buy
2018 Q3	$1.56M	Buy
2018 Q2	–	Sell
2018 Q1	$1.48M	Hold
2017 Q4	$1.54M	Hold
2017 Q3	$1.46M	Hold
2017 Q2	$1.42M	Hold
2017 Q1	$1.41M	Hold
2016 Q4	$1.37M	Buy