Grove Bank & Trust’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 | $252K | Hold |
1,290
| – | – | 0.03% | 222 |
|
|
2025
Q1 | $246K | Hold |
1,290
| – | – | 0.03% | 215 |
|
|
2024
Q4 | $246K | Hold |
1,290
| – | – | 0.03% | 204 |
|
|
2024
Q3 | $254K | Hold |
1,290
| – | – | 0.04% | 199 |
|
|
2024
Q2 | $235K | Hold |
1,290
| – | – | 0.04% | 203 |
|
|
2024
Q1 | $241K | Buy |
+1,290
| New | +$241K | 0.04% | 204 |
|