Colonial Trust’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 | $136K | Hold |
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|
2025
Q2 | $128K | Sell |
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|
2025
Q1 | $130K | Hold |
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|
2024
Q4 | $131K | Hold |
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|
2024
Q3 | $135K | Hold |
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|
2024
Q2 | $124K | Hold |
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|
2024
Q1 | $128K | Hold |
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|
2023
Q4 | $119K | Hold |
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|
2023
Q3 | $105K | Hold |
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|
2023
Q2 | $110K | Sell |
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|
2023
Q1 | $136K | Sell |
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|
2022
Q4 | $155K | Buy |
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