HM Payson & Co’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 | $246K | Hold |
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|
2025
Q2 | $233K | Hold |
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|
2025
Q1 | $227K | Hold |
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|
2024
Q4 | $227K | Hold |
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|
2024
Q3 | $235K | Hold |
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|
2024
Q2 | $217K | Sell |
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|
2024
Q1 | $231K | Buy |
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|
2023
Q4 | $207K | Hold |
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|
2023
Q3 | $183K | Hold |
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|
2023
Q2 | $192K | Hold |
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|
2023
Q1 | $181K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $153K | Hold |
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|
2022
Q2 | $164K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $30K | Hold |
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|
2020
Q1 | $26K | Sell |
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|
2019
Q4 | $95K | Hold |
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|
2019
Q3 | $87K | Hold |
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|
2019
Q2 | $85K | Buy |
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