Custom Index Systems’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
$991K Sell
2025
Q1
$980K Sell
2024
Q4
$2.27M Buy
2024
Q3
$2.3M Sell
2024
Q2
$3.19M Sell
2024
Q1
$4.44M Buy
2023
Q4
$2.79M Buy