Freedom Investment 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
Q2 | $1.11M | Buy |
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|
2025
Q1 | $710K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $469K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.18M | Sell |
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|
2017
Q3 | $1.23M | Buy |
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|
2017
Q2 | $1.12M | Sell |
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|
2017
Q1 | $1.36M | Sell |
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|
2016
Q4 | $1.35M | Sell |
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|
2016
Q3 | $1.29M | Buy |
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|
2016
Q2 | $1.02M | Buy |
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|
2016
Q1 | $848K | Sell |
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|
2015
Q4 | $887K | Buy |
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|
2015
Q3 | $260K | Sell |
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|
2015
Q2 | $869K | Buy |
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|
2015
Q1 | $818K | Buy |
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|
2014
Q4 | $818K | Buy |
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|
2014
Q3 | $733K | Buy |
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|
2014
Q2 | $692K | Sell |
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|
2014
Q1 | $695K | Sell |
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|
2013
Q4 | $699K | Sell |
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|
2013
Q3 | $692K | Sell |
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|
2013
Q2 | $672K | Buy |
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