Forum Financial Management’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 | $1.74M | Buy |
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|
2025
Q2 | $1.6M | Hold |
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|
2025
Q1 | $1.57M | Sell |
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|
2024
Q4 | $1.62M | Sell |
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|
2024
Q3 | $1.69M | Hold |
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|
2024
Q2 | $1.56M | Buy |
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|
2024
Q1 | $1.59M | Sell |
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|
2023
Q4 | $1.49M | Sell |
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|
2023
Q3 | $1.36M | Hold |
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|
2023
Q2 | $1.42M | Hold |
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|
2023
Q1 | $1.34M | Sell |
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|
2022
Q4 | $1.39M | Sell |
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|
2022
Q3 | $1.28M | Buy |
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|
2022
Q2 | $1.36M | Sell |
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|
2022
Q1 | $1.57M | Buy |
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|
2021
Q4 | $1.43M | Buy |
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