Forum Private Client 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $1.06M | Sell |
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|
2024
Q3 | $1.1M | Buy |
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|
2024
Q2 | $1M | Sell |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $957K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $913K | Sell |
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|
2023
Q1 | $864K | Sell |
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|
2022
Q4 | $880K | Sell |
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|
2022
Q3 | $788K | Sell |
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|
2022
Q2 | $844K | Buy |
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|
2022
Q1 | $835K | Buy |
|