First Foundation Advisors’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 | $2.69M | Buy |
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|
2025
Q1 | $1.53M | Buy |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $815K | Buy |
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|
2024
Q1 | $701K | Buy |
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|
2023
Q4 | $461K | Buy |
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|
2023
Q3 | $388K | Buy |
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|
2023
Q2 | $245K | Sell |
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|
2023
Q1 | $515K | Hold |
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|
2022
Q4 | $492K | Hold |
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|
2022
Q3 | $436K | Buy |
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|
2022
Q2 | $247K | Sell |
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|
2022
Q1 | $284K | Hold |
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|
2021
Q4 | $286K | Hold |
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|
2021
Q3 | $266K | Sell |
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|
2021
Q2 | $294K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $333K | Buy |
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