Hollencrest 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 | $214K | Buy |
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|
2025
Q1 | $208K | Buy |
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|
2024
Q4 | $208K | Buy |
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|
2024
Q3 | $215K | Buy |
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|
2024
Q2 | $198K | Buy |
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|
2024
Q1 | $165K | Hold |
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|
2023
Q4 | $154K | Hold |
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|
2023
Q3 | $136K | Hold |
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|
2023
Q2 | $143K | Hold |
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|
2023
Q1 | $134K | Hold |
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|
2022
Q4 | $128K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $201K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $298K | Sell |
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|
2013
Q4 | $523K | Buy |
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