FWG Investments’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
$902K Buy
2025
Q2
$675K Buy
2025
Q1
Sell
2024
Q4
$500K Buy
2024
Q3
$390K Buy
2024
Q2
$319K Sell
2024
Q1
$337K Buy