Indiana Trust & Investment Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18K | Hold |
92
| – | – | 0.01% | 351 |
|
|
2025
Q1 | $17.5K | Hold |
92
| – | – | 0.01% | 351 |
|
|
2024
Q4 | $17.6K | Hold |
92
| – | – | 0.01% | 352 |
|
|
2024
Q3 | $18.1K | Hold |
92
| – | – | 0.01% | 370 |
|
|
2024
Q2 | $16.7K | Hold |
92
| – | – | 0.01% | 349 |
|
|
2024
Q1 | $17.2K | Hold |
92
| – | – | 0.01% | 351 |
|
|
2023
Q4 | $16K | Buy |
+92
| New | +$16K | 0.01% | 329 |
|