Koss-Olinger Consulting’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 | $30.9M | Sell |
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|
2025
Q1 | $32.4M | Sell |
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|
2024
Q4 | $33M | Sell |
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|
2024
Q3 | $34.5M | Sell |
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|
2024
Q2 | $55.9M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $49M | Buy |
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|
2023
Q3 | $42.2M | Buy |
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|
2023
Q2 | $43.9M | Buy |
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|
2023
Q1 | $40.3M | Buy |
|
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|
2022
Q4 | $35.5M | Sell |
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|
2022
Q3 | $35.1M | Buy |
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|
2022
Q2 | $25.7M | Buy |
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|
2022
Q1 | $20.6M | Buy |
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|
2021
Q4 | $19.4M | Buy |
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|
2021
Q3 | $17.4M | Buy |
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|
2021
Q2 | $1.99M | Sell |
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|
2021
Q1 | $1.95M | Buy |
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