IEQ Capital’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 | $17M | Buy |
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|
2025
Q2 | $12M | Sell |
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|
2025
Q1 | $15.1M | Sell |
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|
2024
Q4 | $19.1M | Buy |
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|
2024
Q3 | $10.7M | Buy |
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|
2024
Q2 | $9.36M | Buy |
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|
2024
Q1 | $9.52M | Buy |
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|
2023
Q4 | $8.82M | Buy |
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|
2023
Q3 | $7.24M | Sell |
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|
2023
Q2 | $7.6M | Buy |
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|
2023
Q1 | $7.13M | Buy |
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|
2022
Q4 | $6.15M | Buy |
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|
2022
Q3 | $5.42M | Buy |
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|
2022
Q2 | $5.77M | Buy |
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|
2022
Q1 | $6.35M | Buy |
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|
2021
Q4 | $792K | Sell |
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|
2021
Q3 | $743K | Buy |
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|
2021
Q2 | $754K | Buy |
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