Fiduciary Alliance’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 | $1.23M | Sell |
|
|||||
|
2025
Q2 | $1.24M | Buy |
|
|||||
|
2025
Q1 | $948K | Buy |
|
|||||
|
2024
Q4 | $946K | Buy |
|
|||||
|
2024
Q3 | $972K | Buy |
|
|||||
|
2024
Q2 | $874K | Sell |
|
|||||
|
2024
Q1 | $898K | Buy |
|
|||||
|
2023
Q4 | $829K | Buy |
|
|||||
|
2023
Q3 | $726K | Buy |
|
|||||
|
2023
Q2 | $756K | Buy |
|
|||||
|
2023
Q1 | $709K | Buy |
|
|||||
|
2022
Q4 | $675K | Buy |
|