Keel Point’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
Q4 | $612K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.39M | Sell |
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|
2022
Q4 | $3.39M | Hold |
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|
2022
Q3 | $3M | Sell |
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|
2022
Q2 | $4.07M | Hold |
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|
2022
Q1 | $4.31M | Sell |
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|
2021
Q4 | $5.88M | Sell |
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|
2021
Q3 | $5.88M | Sell |
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|
2021
Q2 | $6.4M | Sell |
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|
2021
Q1 | $6.53M | Hold |
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|
2020
Q4 | $5.92M | Sell |
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|
2020
Q3 | $5.28M | Buy |
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|
2020
Q2 | $572K | Sell |
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|
2020
Q1 | $917K | Sell |
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|
2019
Q4 | $1.41M | Buy |
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|
2019
Q3 | $1.17M | Sell |
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|
2019
Q2 | $1.15M | Sell |
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|
2019
Q1 | $1.15M | Buy |
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|
2018
Q4 | $813K | Buy |
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|
2018
Q3 | $839K | Buy |
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