EWG Elevate’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
Q1 | – | Sell |
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|
2024
Q4 | $325K | Sell |
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|
2024
Q3 | $383K | Hold |
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|
2024
Q2 | $353K | Sell |
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|
2024
Q1 | $364K | Buy |
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|
2023
Q4 | $339K | Sell |
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|
2023
Q3 | $300K | Sell |
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|
2023
Q2 | $3.34M | Sell |
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|
2023
Q1 | $3.53M | Buy |
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|
2022
Q4 | $1.23M | Buy |
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|
2022
Q3 | $744K | Sell |
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|
2022
Q2 | $7.73M | Buy |
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|
2022
Q1 | $632K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.14M | Buy |
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