CIM LLC’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
$242K Sell
2025
Q1
$528K Buy
2024
Q4
$522K Sell
2024
Q3
$568K Hold
2024
Q2
$556K Hold
2024
Q1
$538K Buy
2023
Q4
$511K Buy
2023
Q3
$415K Buy
2023
Q2
$370K Buy
2022
Q4
Sell
2022
Q3
$357K Buy