CreativeOne 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
Q2 | $39.6M | Buy |
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|
2025
Q1 | $34.3M | Buy |
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|
2024
Q4 | $22.6M | Buy |
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|
2024
Q3 | $22.6M | Buy |
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|
2024
Q2 | $14.5M | Sell |
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|
2024
Q1 | $21M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $274K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $201K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $547K | Buy |
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|
2021
Q2 | $228K | Buy |
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