Harbour 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
Q2 | $10.2M | Sell |
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|
2025
Q1 | $10M | Buy |
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|
2024
Q4 | $8.7M | Sell |
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|
2024
Q3 | $9.85M | Buy |
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|
2024
Q2 | $8.29M | Buy |
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|
2024
Q1 | $8.03M | Buy |
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|
2023
Q4 | $5.16M | Buy |
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|
2023
Q3 | $3.94M | Buy |
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|
2023
Q2 | $4.08M | Buy |
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|
2023
Q1 | $3.5M | Buy |
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|
2022
Q4 | $3.3M | Buy |
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|
2022
Q3 | $2.84M | Hold |
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|
2022
Q2 | $2.84M | Buy |
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|
2021
Q4 | $3.3M | Sell |
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|
2021
Q3 | $55.4M | Buy |
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|
2021
Q2 | $54.8M | Buy |
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|
2021
Q1 | $41.3M | Buy |
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