Chevy Chase Trust’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 | $1.09M | Buy |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $1.09M | Sell |
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|
2024
Q3 | $1.52M | Buy |
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|
2024
Q2 | $1.1M | Buy |
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|
2024
Q1 | $728K | Sell |
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|
2023
Q4 | $796K | Hold |
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|
2023
Q3 | $704K | Sell |
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|
2023
Q2 | $813K | Hold |
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|
2023
Q1 | $765K | Sell |
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|
2022
Q4 | $797K | Buy |
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|
2022
Q3 | $637K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $20K | Buy |
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