Denver PWM’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 | $357K | Hold |
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|
2025
Q2 | $357K | Buy |
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|
2025
Q1 | $307K | Buy |
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|
2024
Q4 | $279K | Buy |
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|
2024
Q3 | $286K | Buy |
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|
2024
Q2 | $263K | Sell |
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|
2024
Q1 | $3.6M | Buy |
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|
2023
Q4 | $248K | Buy |
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|
2023
Q3 | $216K | Sell |
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|
2023
Q2 | $230K | Buy |
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|
2023
Q1 | $216K | Buy |
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|
2022
Q4 | $205K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $23.7K | Buy |
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