Evergreen Capital 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
Q3 | $562K | Buy |
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|
2025
Q2 | $387K | Hold |
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|
2025
Q1 | $377K | Hold |
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|
2024
Q4 | $378K | Sell |
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|
2024
Q3 | $467K | Buy |
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|
2024
Q2 | $376K | Sell |
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|
2024
Q1 | $438K | Hold |
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|
2023
Q4 | $407K | Hold |
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|
2023
Q3 | $362K | Buy |
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|
2023
Q2 | $290K | Buy |
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|
2023
Q1 | $218K | Hold |
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|
2022
Q4 | $209K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $261K | Buy |
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|
2021
Q4 | $246K | Buy |
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|
2021
Q3 | $228K | Hold |
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|
2021
Q2 | $232K | Buy |
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|
2021
Q1 | $221K | Buy |
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