Insight Advisors’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 | $2.12M | Buy |
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|
2025
Q1 | $507K | Sell |
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|
2024
Q4 | $507K | Buy |
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|
2024
Q3 | $524K | Sell |
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|
2024
Q2 | $488K | Sell |
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|
2024
Q1 | $556K | Hold |
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|
2023
Q4 | $518K | Sell |
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|
2023
Q3 | $462K | Sell |
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|
2023
Q2 | $541K | Sell |
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|
2023
Q1 | $525K | Hold |
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|
2022
Q4 | $504K | Sell |
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|
2022
Q3 | $457K | Sell |
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|
2022
Q2 | $541K | Sell |
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|
2022
Q1 | $585K | Hold |
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|
2021
Q4 | $588K | Hold |
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|
2021
Q3 | $576K | Sell |
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|
2021
Q2 | $617K | Sell |
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|
2021
Q1 | $654K | Buy |
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|
2020
Q4 | $544K | Buy |
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