EAM
Empirical Asset Management’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 | $1.66M | Buy |
8,499
+224
| +3% | +$43.8K | 0.51% | 43 |
|
|
2025
Q1 | $1.58M | Buy |
8,275
+857
| +12% | +$163K | 0.54% | 42 |
|
|
2024
Q4 | $1.42M | Sell |
7,418
-122
| -2% | -$23.3K | 0.47% | 50 |
|
|
2024
Q3 | $1.49M | Sell |
7,540
-1,288
| -15% | -$254K | 0.53% | 44 |
|
|
2024
Q2 | $1.61M | Buy |
+8,828
| New | +$1.61M | 0.6% | 32 |
|
|
2022
Q1 | – | Sell |
-9,393
| Closed | -$1.47M | – | 167 |
|
|
2021
Q4 | $1.47M | Buy |
+9,393
| New | +$1.47M | 1.42% | 15 |
|