Focus Partners Advisor Solutions’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 | $3M | Buy |
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|
2025
Q1 | $2.9M | Buy |
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|
2024
Q4 | $2.87M | Sell |
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|
2024
Q3 | $3.18M | Buy |
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|
2024
Q2 | $2.73M | Buy |
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|
2024
Q1 | $2.55M | Buy |
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|
2023
Q4 | $798K | Sell |
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|
2023
Q3 | $848K | Sell |
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|
2023
Q2 | $961K | Buy |
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|
2023
Q1 | $812K | Sell |
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|
2022
Q4 | $6.28M | Buy |
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|
2022
Q3 | $5.3M | Buy |
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|
2022
Q2 | $5.55M | Buy |
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|
2022
Q1 | $5.67M | Buy |
|