Calamos 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
Q3 | $4.54M | Sell |
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|
2025
Q2 | $4.38M | Buy |
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|
2025
Q1 | $3.89M | Buy |
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|
2024
Q4 | $3.44M | Buy |
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|
2024
Q3 | $3.44M | Buy |
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|
2024
Q2 | $3.15M | Buy |
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|
2024
Q1 | $3.19M | Buy |
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|
2023
Q4 | $2.83M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $229K | Sell |
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|
2019
Q4 | $470K | Hold |
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|
2019
Q3 | $431K | Sell |
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|
2019
Q2 | $433K | Sell |
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|
2019
Q1 | $460K | Sell |
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|
2018
Q4 | $458K | Buy |
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