M Holdings Securities’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
Q4 | $2.93M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $232K | Sell |
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|
2023
Q1 | $514K | Buy |
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|
2022
Q4 | $283K | Buy |
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|
2022
Q3 | $204K | Sell |
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|
2022
Q2 | $225K | Sell |
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|
2022
Q1 | $259K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $298K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $984K | Sell |
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|
2019
Q4 | $2.91M | Buy |
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|
2019
Q3 | $2.63M | Sell |
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|
2019
Q2 | $2.7M | Buy |
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|
2019
Q1 | $2.24M | Buy |
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|
2018
Q4 | $220K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $40K | Buy |
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