Colony Family Offices’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 | $56.4K | Sell |
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|
2025
Q2 | $83.4K | Buy |
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|
2025
Q1 | $52K | Hold |
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|
2024
Q4 | $52.1K | Hold |
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|
2024
Q3 | $53.8K | Buy |
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|
2024
Q2 | $28K | Hold |
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|
2024
Q1 | $28.8K | Hold |
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|
2023
Q4 | $26.8K | Sell |
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|
2023
Q3 | $27.1K | Hold |
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|
2023
Q2 | $28.2K | Sell |
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|
2023
Q1 | $30K | Sell |
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|
2022
Q4 | $31.2K | Sell |
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|
2022
Q3 | $32K | Buy |
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