High Falls Advisors’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
$24.2M Buy
2025
Q2
$22.1M Buy
2025
Q1
$20M Buy
2024
Q4
$14M Sell
2024
Q3
$14.5M Sell
2024
Q2
$13.5M Buy
2024
Q1
$13.5M Buy
2023
Q3
Sell
2023
Q2
$205K Buy
2023
Q1
Sell
2022
Q4
$219K Buy