Center For 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 | $231K | Sell |
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|
2025
Q1 | $312K | Buy |
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|
2024
Q4 | $312K | Sell |
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|
2024
Q3 | $342K | Sell |
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|
2024
Q2 | $385K | Buy |
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|
2024
Q1 | $394K | Sell |
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|
2023
Q4 | $372K | Sell |
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|
2023
Q3 | $334K | Sell |
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|
2023
Q2 | $399K | Sell |
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|
2023
Q1 | $382K | Buy |
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|
2022
Q4 | $359K | Buy |
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|
2022
Q3 | $316K | Buy |
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|
2022
Q2 | $286K | Hold |
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|
2022
Q1 | $324K | Buy |
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|
2021
Q4 | $302K | Sell |
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|
2021
Q3 | $286K | Sell |
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|
2021
Q2 | $293K | Sell |
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|
2021
Q1 | $281K | Buy |
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|
2020
Q4 | $203K | Buy |
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