Heritage Financial Services’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 | $1.74M | Sell |
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|
2025
Q2 | $1.65M | Buy |
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|
2025
Q1 | $1.59M | Hold |
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|
2024
Q4 | $1.6M | Sell |
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|
2024
Q3 | $1.66M | Sell |
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|
2024
Q2 | $1.54M | Sell |
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|
2024
Q1 | $1.58M | Buy |
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|
2023
Q4 | $877K | Buy |
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|
2023
Q3 | $476K | Sell |
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|
2023
Q2 | $501K | Buy |
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|
2023
Q1 | $470K | Hold |
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|
2022
Q4 | $449K | Hold |
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|
2022
Q3 | $398K | Sell |
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|
2022
Q2 | $426K | Buy |
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|
2022
Q1 | $482K | Buy |
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|
2021
Q4 | $472K | Buy |
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