Curi RMB Capital’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 | $1.52M | Buy |
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|
2025
Q2 | $1.38M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.15M | Hold |
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|
2024
Q3 | $1.19M | Buy |
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|
2024
Q2 | $659K | Sell |
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|
2024
Q1 | $825K | Hold |
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|
2023
Q4 | $768K | Hold |
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|
2023
Q3 | $680K | Buy |
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|
2023
Q2 | $623K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $231K | Buy |
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