City State Bank’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 | $140K | Hold |
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|
2025
Q2 | $132K | Hold |
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|
2025
Q1 | $129K | Hold |
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|
2024
Q4 | $129K | Hold |
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|
2024
Q3 | $133K | Hold |
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|
2024
Q2 | $123K | Hold |
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|
2024
Q1 | $126K | Hold |
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|
2023
Q4 | $118K | Hold |
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|
2023
Q3 | $104K | Hold |
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|
2023
Q2 | $109K | Hold |
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|
2023
Q1 | $103K | Hold |
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|
2022
Q4 | $98K | Hold |
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|
2022
Q3 | $87K | Hold |
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|
2022
Q2 | $93K | Hold |
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|
2022
Q1 | $105K | Hold |
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|
2021
Q4 | $106K | Buy |
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