Delta Investment 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 | – | Sell |
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|
2025
Q1 | $297K | Buy |
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|
2024
Q4 | $272K | Sell |
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|
2024
Q3 | $289K | Buy |
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|
2024
Q2 | $230K | Buy |
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|
2024
Q1 | $217K | Sell |
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|
2023
Q4 | $4.6M | Sell |
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|
2023
Q3 | $4.15M | Buy |
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|
2023
Q2 | $3.46M | Sell |
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|
2023
Q1 | $3.29M | Sell |
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|
2022
Q4 | $13.7M | Buy |
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|
2022
Q3 | $2.85M | Buy |
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|
2022
Q2 | $2.98M | Sell |
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|
2022
Q1 | $12.3M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $10.8M | Sell |
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|
2021
Q1 | $10.5M | Buy |
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