Campion Asset Management’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
Q2 | $320K | Sell |
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|
2025
Q1 | $322K | Sell |
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|
2024
Q4 | $342K | Sell |
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|
2024
Q3 | $442K | Sell |
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|
2024
Q2 | $556K | Sell |
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|
2024
Q1 | $613K | Sell |
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|
2023
Q4 | $648K | Buy |
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|
2023
Q3 | $554K | Buy |
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|
2023
Q2 | $574K | Sell |
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|
2023
Q1 | $545K | Buy |
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|
2022
Q4 | $277K | Buy |
|