Catalyst Private Wealth’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 | $1.46M | Hold |
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|
2025
Q2 | $1.38M | Buy |
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|
2025
Q1 | $1.3M | Hold |
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|
2024
Q4 | $1.3M | Buy |
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|
2024
Q3 | $1.19M | Hold |
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|
2024
Q2 | $1.1M | Sell |
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|
2024
Q1 | $1.37M | Buy |
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|
2023
Q4 | $957K | Hold |
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|
2023
Q3 | $846K | Buy |
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|
2023
Q2 | $525K | Sell |
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|
2023
Q1 | $495K | Buy |
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|
2022
Q4 | $394K | Sell |
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|
2022
Q3 | $532K | Hold |
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|
2022
Q2 | $569K | Hold |
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|
2022
Q1 | $644K | Hold |
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|
2021
Q4 | $648K | Hold |
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|
2021
Q3 | $602K | Hold |
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|
2021
Q2 | $611K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $112K | Buy |
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