Gallacher Capital Management’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 | $462K | Hold |
2,362
| – | – | 0.21% | 136 |
|
|
2025
Q1 | $450K | Hold |
2,362
| – | – | 0.22% | 128 |
|
|
2024
Q4 | $451K | Sell |
2,362
-1,089
| -32% | -$208K | 0.22% | 113 |
|
|
2024
Q3 | $680K | Hold |
3,451
| – | – | 0.31% | 55 |
|
|
2024
Q2 | $628K | Sell |
3,451
-90
| -3% | -$16.4K | 0.33% | 60 |
|
|
2024
Q1 | $661K | Hold |
3,541
| – | – | 0.34% | 46 |
|
|
2023
Q4 | $616K | Hold |
3,541
| – | – | 0.34% | 43 |
|
|
2023
Q3 | $545K | Hold |
3,541
| – | – | 0.34% | 51 |
|
|
2023
Q2 | $571K | Hold |
3,541
| – | – | 0.33% | 60 |
|
|
2023
Q1 | $537K | Hold |
3,541
| – | – | 0.32% | 58 |
|
|
2022
Q4 | $514K | Buy |
+3,541
| New | +$514K | 0.31% | 62 |
|