CoreFirst Bank & 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 | $73.3K | Sell |
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|
2025
Q2 | $79K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $67.8K | Hold |
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|
2024
Q3 | $70K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $66.3K | Hold |
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|
2023
Q4 | $61.7K | Hold |
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|
2023
Q3 | $54.6K | Hold |
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|
2023
Q2 | $57.2K | Hold |
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|
2023
Q1 | $53.9K | Hold |
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|
2022
Q4 | $51.5K | Hold |
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|
2022
Q3 | $46K | Hold |
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|
2022
Q2 | $49K | Hold |
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|
2022
Q1 | $55K | Hold |
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|
2021
Q4 | $56K | Hold |
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|
2021
Q3 | $52K | Hold |
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|
2021
Q2 | $52K | Buy |
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