Founders Financial Securities’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 | $619K | Sell |
|
|||||
|
2025
Q2 | $645K | Buy |
|
|||||
|
2025
Q1 | $602K | Buy |
|
|||||
|
2024
Q4 | $568K | Sell |
|
|||||
|
2024
Q3 | $589K | Sell |
|
|||||
|
2024
Q2 | $623K | Buy |
|
|||||
|
2024
Q1 | $549K | Buy |
|
|||||
|
2023
Q4 | $412K | Buy |
|
|||||
|
2023
Q3 | $350K | Sell |
|
|||||
|
2023
Q2 | $490K | Buy |
|
|||||
|
2023
Q1 | $452K | Buy |
|
|||||
|
2022
Q4 | $428K | Sell |
|
|||||
|
2022
Q3 | $380K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $391K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $15.9M | Buy |
|
|||||
|
2016
Q1 | $14.1M | Sell |
|
|||||
|
2015
Q4 | $14.4M | Buy |
|