HUB Investment Partners’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 | $753K | Buy |
|
|||||
|
2025
Q1 | $716K | Buy |
|
|||||
|
2024
Q4 | $710K | Buy |
|
|||||
|
2024
Q3 | $665K | Hold |
|
|||||
|
2024
Q2 | $614K | Buy |
|
|||||
|
2024
Q1 | $606K | Buy |
|
|||||
|
2023
Q4 | $528K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $299K | Buy |
|
|||||
|
2021
Q2 | $302K | Buy |
|
|||||
|
2021
Q1 | $288K | Buy |
|
|||||
|
2020
Q4 | $212K | Buy |
|