Cottonwood Capital 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
Q3 | $271K | Buy |
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|
2025
Q2 | $247K | Hold |
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|
2025
Q1 | $241K | Buy |
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|
2024
Q4 | $241K | Sell |
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|
2024
Q3 | $257K | Sell |
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|
2024
Q2 | $299K | Sell |
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|
2024
Q1 | $294K | Hold |
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|
2023
Q4 | $287K | Hold |
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|
2023
Q3 | $254K | Sell |
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|
2023
Q2 | $299K | Sell |
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|
2023
Q1 | $286K | Sell |
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|
2022
Q4 | $275K | Sell |
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|
2022
Q3 | $249K | Sell |
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|
2022
Q2 | $284K | Sell |
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|
2022
Q1 | $349K | Sell |
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|
2021
Q4 | $358K | Buy |
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