Foundations Investment Advisors’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 | $150M | Buy |
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|
2025
Q2 | $128M | Buy |
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|
2025
Q1 | $105M | Buy |
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|
2024
Q4 | $94.2M | Buy |
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|
2024
Q3 | $87M | Buy |
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|
2024
Q2 | $74.4M | Buy |
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|
2024
Q1 | $67M | Buy |
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|
2023
Q4 | $58.5M | Buy |
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|
2023
Q3 | $21.6M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $283K | Buy |
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|
2019
Q3 | $252K | Buy |
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