Fort Pitt Capital Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $222K | Sell |
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|
2023
Q4 | $230K | Sell |
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|
2023
Q3 | $214K | Buy |
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|
2023
Q2 | $213K | Hold |
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|
2023
Q1 | $201K | Sell |
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|
2022
Q4 | $214K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $204K | Hold |
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|
2022
Q1 | $231K | Hold |
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|
2021
Q4 | $232K | Hold |
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|
2021
Q3 | $216K | Hold |
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|
2021
Q2 | $219K | Buy |
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