CVA Family Office’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 | $749K | Hold |
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|
2025
Q2 | $709K | Hold |
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|
2025
Q1 | $691K | Hold |
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|
2024
Q4 | $692K | Hold |
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|
2024
Q3 | $715K | Hold |
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|
2024
Q2 | $660K | Hold |
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|
2024
Q1 | $678K | Hold |
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|
2023
Q4 | $631K | Hold |
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|
2023
Q3 | $558K | Hold |
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|
2023
Q2 | $585K | Hold |
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|
2023
Q1 | $550K | Buy |
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|
2022
Q4 | $451K | Buy |
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|
2022
Q3 | $21K | Hold |
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|
2022
Q2 | $23K | Hold |
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|
2022
Q1 | $26K | Hold |
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|
2021
Q4 | $26K | Sell |
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|
2021
Q3 | $48K | Buy |
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|
2021
Q2 | $25K | Hold |
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|
2021
Q1 | $24K | Sell |
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|
2020
Q4 | $54K | Hold |
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|
2020
Q3 | $48K | Hold |
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|
2020
Q2 | $46K | Hold |
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|
2020
Q1 | $41K | Buy |
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