Corundum Group’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  | $1.23M | Sell | 
         | 
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| 
        
          
      
        2025
         Q2  | $1.2M | Hold | 
         | 
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| 
        
          
      
        2025
         Q1  | $1.17M | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q4  | $1.18M | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $1.22M | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $1.12M | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $1.15M | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $1.07M | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $918K | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q2  | $1.02M | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $962K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $920K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $815K | Buy | 
         |