First National 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 | $465K | Sell |
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|
2025
Q1 | $458K | Sell |
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|
2024
Q4 | $739K | Hold |
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|
2024
Q3 | $763K | Sell |
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|
2024
Q2 | $711K | Buy |
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|
2024
Q1 | $469K | Sell |
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|
2023
Q4 | $458K | Sell |
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|
2023
Q3 | $407K | Buy |
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|
2023
Q2 | $411K | Buy |
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|
2023
Q1 | $274K | Hold |
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|
2022
Q4 | $262K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $214K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $234K | Hold |
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|
2019
Q3 | $215K | Sell |
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|
2019
Q2 | $215K | Hold |
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|
2019
Q1 | $208K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $210K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $207K | Buy |
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