Grove Bank & Trust’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
$266K Hold
2025
Q2
$252K Hold
2025
Q1
$246K Hold
2024
Q4
$246K Hold
2024
Q3
$254K Hold
2024
Q2
$235K Hold
2024
Q1
$241K Buy