Capstone Triton Financial Group’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 | $358K | Buy |
|
|||||
|
2024
Q4 | $412K | Sell |
|
|||||
|
2024
Q3 | $427K | Buy |
|
|||||
|
2024
Q2 | $381K | Buy |
|
|||||
|
2024
Q1 | $390K | Hold |
|
|||||
|
2023
Q4 | $363K | Buy |
|
|||||
|
2023
Q3 | $319K | Hold |
|
|||||
|
2023
Q2 | $334K | Sell |
|
|||||
|
2023
Q1 | $316K | Buy |
|
|||||
|
2022
Q4 | $243K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $206K | Sell |
|
|||||
|
2021
Q4 | $263K | Buy |
|
|||||
|
2021
Q3 | $256K | Buy |
|
|||||
|
2021
Q2 | $239K | Buy |
|
|||||
|
2021
Q1 | $227K | Hold |
|
|||||
|
2020
Q4 | $206K | Buy |
|