Fulton Bank’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Buy |
1,596
+66
| +4% | +$12.9K | 0.01% | 537 |
|
|
2025
Q1 | $292K | Sell |
1,530
-539
| -26% | -$103K | 0.01% | 534 |
|
|
2024
Q4 | $395K | Buy |
2,069
+971
| +88% | +$185K | 0.02% | 478 |
|
|
2024
Q3 | $216K | Buy |
+1,098
| New | +$216K | 0.01% | 621 |
|
|
2024
Q2 | – | Sell |
-1,258
| Closed | -$235K | – | 640 |
|
|
2024
Q1 | $235K | Hold |
1,258
| – | – | 0.01% | 560 |
|
|
2023
Q4 | $219K | Buy |
+1,258
| New | +$219K | 0.01% | 552 |
|
|
2023
Q3 | – | Sell |
-1,258
| Closed | -$203K | – | 583 |
|
|
2023
Q2 | $203K | Buy |
+1,258
| New | +$203K | 0.01% | 532 |
|