Lion Street Advisors’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 | $1.05M | Buy |
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|
2025
Q1 | $774K | Buy |
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|
2024
Q4 | $544K | Buy |
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|
2024
Q3 | $475K | Buy |
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|
2024
Q2 | $381K | Buy |
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|
2024
Q1 | $232K | Hold |
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|
2023
Q4 | $232K | Hold |
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|
2023
Q3 | $205K | Sell |
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|
2023
Q2 | $233K | Buy |
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|
2023
Q1 | $202K | Sell |
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|
2022
Q4 | $233K | Sell |
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|
2022
Q3 | $210K | Buy |
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|
2022
Q2 | $233K | Sell |
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|
2022
Q1 | $255K | Buy |
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|
2021
Q4 | $241K | Hold |
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|
2021
Q3 | $223K | Buy |
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