DIP
DT Investment Partners’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.59M | Buy |
+43,950
| New | +$8.59M | 0.77% | 27 |
|
|
2024
Q4 | – | Sell |
-7,108
| Closed | -$1.4M | – | 589 |
|
|
2024
Q3 | $1.4M | Hold |
7,108
| – | – | 0.11% | 82 |
|
|
2024
Q2 | $1.29M | Hold |
7,108
| – | – | 0.11% | 78 |
|
|
2024
Q1 | $1.33M | Buy |
7,108
+3,600
| +103% | +$673K | 0.13% | 69 |
|
|
2023
Q4 | $617K | Buy |
+3,508
| New | +$617K | 0.07% | 94 |
|