Investment Research & Advisory Group’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
Q3 | $530K | Buy |
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|
2025
Q2 | $499K | Buy |
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|
2025
Q1 | $485K | Hold |
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|
2024
Q4 | $486K | Hold |
|
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|
2024
Q3 | $502K | Hold |
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|
2024
Q2 | $463K | Hold |
|
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|
2024
Q1 | $475K | Hold |
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|
2023
Q4 | $443K | Hold |
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|
2023
Q3 | $392K | Hold |
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|
2023
Q2 | $410K | Hold |
|
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|
2023
Q1 | $386K | Hold |
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|
2022
Q4 | $369K | Hold |
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|
2022
Q3 | $327K | Hold |
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|
2022
Q2 | $350K | Hold |
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|
2022
Q1 | $396K | Hold |
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|
2021
Q4 | $399K | Sell |
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|
2021
Q3 | $612K | Hold |
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|
2021
Q2 | $617K | Buy |
|