Keebeck Wealth 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
Q3 | $8.64M | Sell |
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|
2025
Q2 | $9.5M | Buy |
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|
2025
Q1 | $9.02M | Buy |
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|
2024
Q4 | $5.67M | Buy |
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|
2024
Q3 | $5.7M | Buy |
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|
2024
Q2 | $5.18M | Buy |
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|
2024
Q1 | $5.18M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $215K | Sell |
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|
2022
Q3 | $204K | Sell |
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|
2022
Q2 | $344K | Buy |
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