GAMMA Investing’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 | $346K | Sell |
1,772
-736
| -29% | -$144K | 0.02% | 614 |
|
|
2025
Q1 | $478K | Hold |
2,508
| – | – | 0.04% | 436 |
|
|
2024
Q4 | $479K | Hold |
2,508
| – | – | 0.04% | 376 |
|
|
2024
Q3 | $495K | Hold |
2,508
| – | – | 0.05% | 336 |
|
|
2024
Q2 | $456K | Buy |
2,508
+1,328
| +113% | +$242K | 0.06% | 279 |
|
|
2024
Q1 | $220K | Sell |
1,180
-204
| -15% | -$38.1K | 0.04% | 360 |
|
|
2023
Q4 | $241K | Buy |
+1,384
| New | +$241K | 0.07% | 267 |
|