Columbus Macro’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,269
| Closed | -$1.96M | – | 209 |
|
|
2024
Q4 | $1.96M | Buy |
10,269
+3,076
| +43% | +$587K | 0.27% | 115 |
|
|
2024
Q3 | $1.43M | Buy |
+7,193
| New | +$1.43M | 0.52% | 68 |
|
|
2024
Q1 | – | Sell |
-3,935
| Closed | -$682K | – | 182 |
|
|
2023
Q4 | $682K | Buy |
+3,935
| New | +$682K | 0.27% | 118 |
|