Coho Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $734K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.04M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $282K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $14.7M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $9.62M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.88M | Buy |
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