Colonial Trust Advisors’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 | $14.7K | Hold |
|
|||||
|
2025
Q1 | $14.3K | Sell |
|
|||||
|
2024
Q4 | $20.4K | Sell |
|
|||||
|
2024
Q3 | $22.1K | Hold |
|
|||||
|
2024
Q2 | $20.4K | Hold |
|
|||||
|
2024
Q1 | $20.9K | Sell |
|
|||||
|
2023
Q4 | $23K | Hold |
|
|||||
|
2023
Q3 | $20.3K | Hold |
|
|||||
|
2023
Q2 | $21.3K | Hold |
|
|||||
|
2023
Q1 | $20K | Hold |
|
|||||
|
2022
Q4 | $19.1K | Buy |
|