LCNB Corp’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 | $336K | Hold |
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|
2025
Q1 | $328K | Hold |
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|
2024
Q4 | $328K | Hold |
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|
2024
Q3 | $339K | Hold |
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|
2024
Q2 | $313K | Hold |
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|
2024
Q1 | $321K | Hold |
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|
2023
Q4 | $299K | Hold |
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|
2023
Q3 | $265K | Hold |
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|
2023
Q2 | $277K | Sell |
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|
2023
Q1 | $290K | Hold |
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|
2022
Q4 | $278K | Hold |
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|
2022
Q3 | $246K | Hold |
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|
2022
Q2 | $263K | Buy |
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|
2022
Q1 | $268K | Hold |
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|
2021
Q4 | $269K | Hold |
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|
2021
Q3 | $250K | Hold |
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|
2021
Q2 | $254K | Hold |
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|
2021
Q1 | $243K | Hold |
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|
2020
Q4 | $220K | Buy |
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