Independence Bank of Kentucky’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 | $286K | Hold |
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|
2025
Q2 | $271K | Sell |
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|
2025
Q1 | $276K | Hold |
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|
2024
Q4 | $276K | Buy |
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|
2024
Q3 | $41.8K | Hold |
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|
2024
Q2 | $38.6K | Hold |
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|
2024
Q1 | $39.6K | Hold |
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|
2023
Q4 | $36.9K | Hold |
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|
2023
Q3 | $32.6K | Hold |
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|
2023
Q2 | $34.2K | Hold |
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|
2023
Q1 | $32.2K | Hold |
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|
2022
Q4 | $31K | Hold |
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|
2022
Q3 | $27K | Sell |
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|
2022
Q2 | $34K | Hold |
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|
2022
Q1 | $39K | Hold |
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|
2021
Q4 | $39K | Buy |
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|
2021
Q3 | $35K | Hold |
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|
2021
Q2 | $36K | Buy |
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|
2021
Q1 | $30K | Hold |
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|
2020
Q4 | $27K | Hold |
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|
2020
Q3 | $24K | Buy |
|