Kestra Private Wealth Services’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 | $16.2M | Buy |
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|
2025
Q2 | $14.6M | Sell |
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|
2025
Q1 | $15.8M | Buy |
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|
2024
Q4 | $11.3M | Sell |
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|
2024
Q3 | $12.2M | Sell |
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|
2024
Q2 | $11.4M | Buy |
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|
2024
Q1 | $9.74M | Buy |
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|
2023
Q4 | $5.69M | Buy |
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|
2023
Q3 | $4.24M | Buy |
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|
2023
Q2 | $2.44M | Buy |
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|
2023
Q1 | $2.12M | Buy |
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|
2022
Q4 | $1.25M | Buy |
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|
2022
Q3 | $535K | Buy |
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|
2022
Q2 | $269K | Buy |
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|
2022
Q1 | $270K | Buy |
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|
2021
Q4 | $200K | Buy |
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