Clark Capital Management Group’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 | $211K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $225K | Hold |
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|
2024
Q4 | $225K | Sell |
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|
2024
Q3 | $324K | Sell |
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|
2024
Q2 | $299K | Buy |
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|
2024
Q1 | $283K | Buy |
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|
2023
Q4 | $248K | Hold |
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|
2023
Q3 | $220K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $2.84M | Buy |
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|
2016
Q3 | $1.26M | Sell |
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|
2016
Q2 | $9.77M | Sell |
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|
2016
Q1 | $18.4M | Buy |
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