F.L. Putnam Investment 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 | $556K | Buy |
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|
2025
Q2 | $395K | Sell |
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|
2025
Q1 | $421K | Sell |
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|
2024
Q4 | $435K | Sell |
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|
2024
Q3 | $1.56M | Sell |
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|
2024
Q2 | $1.45M | Buy |
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|
2024
Q1 | $1.48M | Buy |
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|
2023
Q4 | $381K | Buy |
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|
2023
Q3 | $309K | Buy |
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|
2023
Q2 | $304K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.05M | Buy |
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