Jefferies Financial Group’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
Q1 | – | Sell |
-2,224
| Closed | -$425K | – | 1477 |
|
|
2024
Q4 | $425K | Hold |
2,224
| – | – | ﹤0.01% | 892 |
|
|
2024
Q3 | $438K | Buy |
2,224
+1
| +0% | +$197 | ﹤0.01% | 776 |
|
|
2024
Q2 | $405K | Hold |
2,223
| – | – | ﹤0.01% | 791 |
|
|
2024
Q1 | $415K | Sell |
2,223
-8,210
| -79% | -$1.53M | ﹤0.01% | 832 |
|
|
2023
Q4 | $1.81M | Buy |
+10,433
| New | +$1.81M | 0.01% | 483 |
|