Lodestar Private Asset 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
Q2 | $1.1M | Buy |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $994K | Sell |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $963K | Buy |
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|
2023
Q3 | $849K | Hold |
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|
2023
Q2 | $890K | Sell |
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|
2023
Q1 | $890K | Sell |
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|
2022
Q4 | $903K | Buy |
|