Corient Private Wealth’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 | $9.78M | Sell |
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|
2025
Q2 | $10.7M | Sell |
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|
2025
Q1 | $41.8M | Buy |
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|
2024
Q4 | $9.24M | Sell |
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|
2024
Q3 | $32M | Buy |
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|
2024
Q2 | $7.59M | Buy |
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|
2024
Q1 | $7.15M | Buy |
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|
2023
Q4 | $6.03M | Sell |
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|
2023
Q3 | $47.7M | Buy |
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|
2023
Q2 | $3.79M | Sell |
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|
2023
Q1 | $4.12M | Buy |
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|
2022
Q4 | $2.97M | Buy |
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