Dakota Wealth Management’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 | $386K | Sell |
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|
2025
Q1 | $439K | Buy |
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|
2024
Q4 | $425K | Sell |
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|
2024
Q3 | $439K | Sell |
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|
2024
Q2 | $416K | Buy |
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|
2024
Q1 | $415K | Buy |
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|
2023
Q4 | $304K | Buy |
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|
2023
Q3 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.73M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $390K | Buy |
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|
2018
Q3 | $319K | Buy |
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