Commonwealth Financial Services’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 | $2.58M | Buy |
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|
2025
Q2 | $1.88M | Buy |
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|
2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | $1.21M | Sell |
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|
2024
Q2 | $1.19M | Sell |
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|
2024
Q1 | $3.69M | Sell |
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|
2023
Q4 | $3.69M | Buy |
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|
2023
Q3 | $305K | Buy |
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|
2017
Q1 | $25K | Sell |
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|
2016
Q4 | $88K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $138K | Buy |
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