Investment Partners Asset 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 | $235K | Hold |
1,200
| – | – | 0.16% | 134 |
|
|
2025
Q1 | $229K | Hold |
1,200
| – | – | 0.18% | 134 |
|
|
2024
Q4 | $229K | Hold |
1,200
| – | – | 0.18% | 129 |
|
|
2024
Q3 | $237K | Hold |
1,200
| – | – | 0.19% | 122 |
|
|
2024
Q2 | $218K | Hold |
1,200
| – | – | 0.19% | 120 |
|
|
2024
Q1 | $224K | Hold |
1,200
| – | – | 0.2% | 125 |
|
|
2023
Q4 | $209K | Buy |
+1,200
| New | +$209K | 0.21% | 117 |
|