Highview Capital Management’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 | – | Sell |
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|
2025
Q1 | $238K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $789K | Sell |
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|
2024
Q2 | $768K | Sell |
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|
2024
Q1 | $897K | Sell |
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|
2023
Q4 | $836K | Hold |
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|
2023
Q3 | $740K | Sell |
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|
2023
Q2 | $779K | Sell |
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|
2023
Q1 | $839K | Hold |
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|
2022
Q4 | $802K | Buy |
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|
2022
Q3 | $221K | Buy |
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