DDFG Inc’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 | $25.1M | Buy |
|
|||||
|
2025
Q2 | $23.5M | Buy |
|
|||||
|
2025
Q1 | $22.2M | Buy |
|
|||||
|
2024
Q4 | $22.1M | Sell |
|
|||||
|
2024
Q3 | $23M | Sell |
|
|||||
|
2024
Q2 | $21.4M | Sell |
|
|||||
|
2024
Q1 | $22.4M | Sell |
|
|||||
|
2023
Q4 | $21.5M | Sell |
|
|||||
|
2023
Q3 | $19.3M | Sell |
|
|||||
|
2023
Q2 | $20.7M | Sell |
|
|||||
|
2023
Q1 | $19.5M | Sell |
|
|||||
|
2022
Q4 | $18.8M | Buy |
|