Key Financial Inc’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 | $632K | Hold |
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|
2025
Q1 | $616K | Buy |
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|
2024
Q4 | $592K | Sell |
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|
2024
Q3 | $626K | Hold |
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|
2024
Q2 | $578K | Hold |
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|
2024
Q1 | $593K | Hold |
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|
2023
Q4 | $552K | Hold |
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|
2023
Q3 | $488K | Sell |
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|
2023
Q2 | $519K | Buy |
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|
2023
Q1 | $372K | Buy |
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|
2022
Q4 | $265K | Hold |
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|
2022
Q3 | $265K | Buy |
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|
2022
Q2 | $286K | Buy |
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|
2022
Q1 | $168K | Hold |
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|
2021
Q4 | $169K | Buy |
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|
2021
Q3 | $155K | Hold |
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|
2021
Q2 | $159K | Hold |
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|
2021
Q1 | $151K | Hold |
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|
2020
Q4 | $137K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $56K | Buy |
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