DB Fitzpatrick & Co’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
$19.6K Hold
2025
Q2
$18.6K Hold
2025
Q1
$18.1K Hold
2024
Q4
$18.1K Hold
2024
Q3
$18.7K Hold
2024
Q2
$17.3K Hold
2024
Q1
$17.7K Hold
2023
Q4
$16.5K Hold
2023
Q3
$14.6K Hold
2023
Q2
$15.3K Buy