Kayne Anderson Rudnick Investment Management’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 | $74K | Hold |
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|
2025
Q1 | $72.2K | Hold |
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|
2024
Q4 | $72.3K | Hold |
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|
2024
Q3 | $74.8K | Hold |
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|
2024
Q2 | $69K | Hold |
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|
2024
Q1 | $70.8K | Sell |
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|
2023
Q4 | $103K | Hold |
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|
2023
Q3 | $91.3K | Buy |
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|
2023
Q2 | $34.7K | Hold |
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|
2023
Q1 | $32.6K | Hold |
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|
2022
Q4 | $31.2K | Hold |
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|
2022
Q3 | $28K | Hold |
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|
2022
Q2 | $30K | Hold |
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|
2022
Q1 | $33K | Hold |
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|
2021
Q4 | $34K | Hold |
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|
2021
Q3 | $31K | Hold |
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|
2021
Q2 | $32K | Hold |
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|
2021
Q1 | $30K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $75K | Buy |
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