Farmers & Merchants Trust Company’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 | $1.5M | Sell |
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|
2025
Q2 | $1.44M | Buy |
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|
2025
Q1 | $963K | Sell |
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|
2024
Q4 | $974K | Buy |
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|
2024
Q3 | $923K | Sell |
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|
2024
Q2 | $4.97M | Buy |
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|
2024
Q1 | $747K | Hold |
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|
2023
Q4 | $696K | Sell |
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|
2023
Q3 | $692K | Sell |
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|
2023
Q2 | $741K | Hold |
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|
2023
Q1 | $698K | Sell |
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|
2022
Q4 | $811K | Buy |
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|
2022
Q3 | $668K | Hold |
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|
2022
Q2 | $715K | Hold |
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|
2022
Q1 | $810K | Hold |
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|
2021
Q4 | $814K | Sell |
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|
2021
Q3 | $902K | Sell |
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|
2021
Q2 | $928K | Hold |
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|
2021
Q1 | $888K | Hold |
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|
2020
Q4 | $805K | Hold |
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|
2020
Q3 | $707K | Hold |
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|
2020
Q2 | $680K | Hold |
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|
2020
Q1 | $605K | Hold |
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|
2019
Q4 | $818K | Hold |
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|
2019
Q3 | $749K | Hold |
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|
2019
Q2 | $733K | Hold |
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|
2019
Q1 | $709K | Hold |
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|
2018
Q4 | $636K | Buy |
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