Capital Investment 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 | $505K | Sell |
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|
2025
Q2 | $486K | Buy |
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|
2025
Q1 | $395K | Buy |
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|
2024
Q4 | $257K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $288K | Hold |
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|
2023
Q4 | $268K | Sell |
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|
2023
Q3 | $284K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $257K | Sell |
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|
2022
Q4 | $306K | Hold |
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|
2022
Q3 | $271K | Sell |
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|
2022
Q2 | $328K | Buy |
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|
2022
Q1 | $312K | Buy |
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