Fiduciary Trust’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
Q2 | $1.27M | Sell |
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|
2025
Q1 | $1.39M | Buy |
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|
2024
Q4 | $1.31M | Sell |
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|
2024
Q3 | $1.36M | Buy |
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|
2024
Q2 | $1.11M | Hold |
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|
2024
Q1 | $1.14M | Sell |
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|
2023
Q4 | $1.08M | Hold |
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|
2023
Q3 | $960K | Hold |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $726K | Sell |
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|
2022
Q4 | $723K | Hold |
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|
2022
Q3 | $640K | Hold |
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|
2022
Q2 | $685K | Hold |
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|
2022
Q1 | $777K | Sell |
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|
2021
Q4 | $795K | Hold |
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|
2021
Q3 | $738K | Buy |
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|
2021
Q2 | $379K | Sell |
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|
2021
Q1 | $372K | Hold |
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|
2020
Q4 | $337K | Hold |
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|
2020
Q3 | $296K | Buy |
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