First Western Trust 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
Q2 | $716K | Hold |
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|
2025
Q1 | $698K | Hold |
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|
2024
Q4 | $699K | Hold |
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|
2024
Q3 | $722K | Sell |
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|
2024
Q2 | $686K | Sell |
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|
2024
Q1 | $735K | Sell |
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|
2023
Q4 | $704K | Sell |
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|
2023
Q3 | $650K | Sell |
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|
2023
Q2 | $895K | Hold |
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|
2023
Q1 | $843K | Hold |
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|
2022
Q4 | $805K | Buy |
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|
2022
Q3 | $593K | Hold |
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|
2022
Q2 | $637K | Hold |
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|
2022
Q1 | $728K | Buy |
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