Ironwood Investment Counsel’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 | $400K | Sell |
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|
2025
Q1 | $412K | Buy |
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|
2024
Q4 | $413K | Buy |
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|
2024
Q3 | $394K | Buy |
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|
2024
Q2 | $363K | Hold |
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|
2024
Q1 | $373K | Buy |
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|
2023
Q4 | $338K | Buy |
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|
2023
Q3 | $4.37M | Sell |
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|
2023
Q2 | $318K | Buy |
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|
2023
Q1 | $239K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $222K | Hold |
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|
2021
Q4 | $224K | Hold |
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|
2021
Q3 | $207K | Buy |
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