Insight Inv LLC’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 | $73.5K | Hold |
376
| – | – | 0.05% | 101 |
|
|
2025
Q1 | $71.7K | Hold |
376
| – | – | 0.05% | 109 |
|
|
2024
Q4 | $71.8K | Hold |
376
| – | – | 0.05% | 106 |
|
|
2024
Q3 | $74.1K | Hold |
376
| – | – | 0.06% | 79 |
|
|
2024
Q2 | $68.4K | Hold |
376
| – | – | 0.06% | 79 |
|
|
2024
Q1 | $70.2K | Hold |
376
| – | – | 0.06% | 80 |
|
|
2023
Q4 | $65.4K | Hold |
376
| – | – | 0.06% | 78 |
|
|
2023
Q3 | $57.2K | Hold |
376
| – | – | 0.06% | 76 |
|
|
2023
Q2 | $60.6K | Hold |
376
| – | – | 0.06% | 79 |
|
|
2023
Q1 | $57.1K | Hold |
376
| – | – | 0.06% | 78 |
|
|
2022
Q4 | $54.5K | Hold |
376
| – | – | 0.06% | 84 |
|
|
2022
Q3 | $48K | Hold |
376
| – | – | 0.05% | 86 |
|
|
2022
Q2 | $52K | Hold |
376
| – | – | 0.05% | 112 |
|
|
2022
Q1 | $59K | Hold |
376
| – | – | 0.05% | 89 |
|
|
2021
Q4 | $59K | Buy |
+376
| New | +$59K | 0.05% | 94 |
|