CoreCap 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 | $12.6M | Sell |
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|
2025
Q1 | $15.2M | Buy |
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|
2024
Q4 | $8.01M | Buy |
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|
2024
Q3 | $2.84M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $2.93M | Buy |
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|
2023
Q4 | $1.14M | Buy |
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|
2023
Q3 | $515K | Sell |
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|
2023
Q2 | $862K | Buy |
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|
2022
Q4 | $1.15M | Buy |
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|
2022
Q3 | $375K | Sell |
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|
2022
Q2 | $1.25M | Sell |
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|
2022
Q1 | $2.04M | Buy |
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|
2021
Q4 | $396K | Buy |
|