KRS Capital Management’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 | $309K | Hold |
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|
2025
Q2 | $292K | Hold |
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|
2025
Q1 | $285K | Hold |
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|
2024
Q4 | $285K | Hold |
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|
2024
Q3 | $295K | Hold |
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|
2024
Q2 | $272K | Hold |
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|
2024
Q1 | $279K | Hold |
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|
2023
Q4 | $260K | Hold |
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|
2023
Q3 | $230K | Hold |
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|
2023
Q2 | $241K | Hold |
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|
2023
Q1 | $227K | Hold |
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|
2022
Q4 | $217K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $205K | Hold |
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|
2022
Q1 | $232K | Hold |
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|
2021
Q4 | $234K | Buy |
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