IA
Insight Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Buy |
10,831
+8,171
| +307% | +$1.6M | 0.34% | 46 |
|
|
2025
Q1 | $507K | Sell |
2,660
-1
| -0% | -$191 | 0.09% | 142 |
|
|
2024
Q4 | $507K | Buy |
2,661
+5
| +0.2% | +$953 | 0.09% | 154 |
|
|
2024
Q3 | $524K | Sell |
2,656
-23
| -0.9% | -$4.54K | 0.09% | 153 |
|
|
2024
Q2 | $488K | Sell |
2,679
-299
| -10% | -$54.4K | 0.09% | 154 |
|
|
2024
Q1 | $556K | Hold |
2,978
| – | – | 0.11% | 143 |
|
|
2023
Q4 | $518K | Sell |
2,978
-26
| -0.9% | -$4.52K | 0.11% | 138 |
|
|
2023
Q3 | $462K | Sell |
3,004
-353
| -11% | -$54.3K | 0.11% | 147 |
|
|
2023
Q2 | $541K | Sell |
3,357
-102
| -3% | -$16.4K | 0.12% | 128 |
|
|
2023
Q1 | $525K | Hold |
3,459
| – | – | 0.12% | 131 |
|
|
2022
Q4 | $504K | Sell |
3,459
-100
| -3% | -$14.6K | 0.18% | 153 |
|
|
2022
Q3 | $457K | Sell |
3,559
-182
| -5% | -$23.4K | 0.18% | 147 |
|
|
2022
Q2 | $541K | Sell |
3,741
-15
| -0.4% | -$2.17K | 0.18% | 138 |
|
|
2022
Q1 | $585K | Hold |
3,756
| – | – | 0.18% | 147 |
|
|
2021
Q4 | $588K | Hold |
3,756
| – | – | 0.17% | 144 |
|
|
2021
Q3 | $576K | Sell |
3,756
-402
| -10% | -$61.6K | 0.17% | 148 |
|
|
2021
Q2 | $617K | Sell |
4,158
-312
| -7% | -$46.3K | 0.19% | 137 |
|
|
2021
Q1 | $654K | Buy |
4,470
+221
| +5% | +$32.3K | 0.21% | 128 |
|
|
2020
Q4 | $544K | Buy |
+4,249
| New | +$544K | 0.21% | 122 |
|