Equitable Holdings’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 | $52.4M | Sell |
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|
2025
Q2 | $49.7M | Buy |
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|
2025
Q1 | $45.4M | Buy |
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|
2024
Q4 | $39.3M | Buy |
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|
2024
Q3 | $40M | Sell |
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|
2024
Q2 | $37M | Buy |
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|
2024
Q1 | $35.4M | Sell |
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|
2023
Q4 | $39.5M | Sell |
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|
2023
Q3 | $40.7M | Sell |
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|
2023
Q2 | $57.5M | Buy |
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|
2023
Q1 | $50.9M | Sell |
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|
2022
Q4 | $50.9M | Sell |
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|
2022
Q3 | $50.4M | Buy |
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|
2022
Q2 | $48.7M | Sell |
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|
2022
Q1 | $57.4M | Sell |
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|
2021
Q4 | $57.9M | Buy |
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|
2021
Q3 | $52.8M | Sell |
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|
2021
Q2 | $55M | Buy |
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|
2021
Q1 | $52.5M | Buy |
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|
2020
Q4 | $47.5M | Sell |
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|
2020
Q3 | $43.4M | Buy |
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|
2020
Q2 | $41.6M | Sell |
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|
2020
Q1 | $37.2M | Sell |
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|
2019
Q4 | $50.4M | Buy |
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