First PREMIER Bank’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 | $127K | Hold |
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|
2025
Q2 | $120K | Hold |
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|
2025
Q1 | $117K | Hold |
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|
2024
Q4 | $117K | Hold |
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|
2024
Q3 | $121K | Hold |
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|
2024
Q2 | $112K | Hold |
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|
2024
Q1 | $115K | Hold |
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|
2023
Q4 | $107K | Sell |
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|
2023
Q3 | $114K | Sell |
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|
2023
Q2 | $132K | Hold |
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|
2023
Q1 | $124K | Buy |
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