Kovitz Investment Group Partners’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 | $148M | Buy |
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|
2025
Q2 | $140M | Buy |
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|
2025
Q1 | $113M | Buy |
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|
2024
Q4 | $113M | Sell |
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|
2024
Q3 | $27.8M | Buy |
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|
2024
Q2 | $86.8M | Buy |
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|
2024
Q1 | $544K | Buy |
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|
2023
Q4 | $383K | Hold |
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|
2023
Q3 | $339K | Sell |
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|
2023
Q2 | $405K | Sell |
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|
2023
Q1 | $11.7M | Sell |
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|
2022
Q4 | $12.2M | Buy |
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|
2022
Q3 | $8.92M | Sell |
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|
2022
Q2 | $9.61M | Buy |
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|
2022
Q1 | $10.9M | Buy |
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|
2021
Q4 | $8.27M | Sell |
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|
2021
Q3 | $9.68M | Buy |
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|
2021
Q2 | $9.8M | Buy |
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|
2021
Q1 | $9.12M | Sell |
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|
2020
Q4 | $8.27M | Sell |
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|
2020
Q3 | $7.32M | Sell |
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|
2020
Q2 | $7.1M | Buy |
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|
2020
Q1 | $4.86M | Buy |
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