MassMutual Private Wealth & Trust’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 | $40.3K | Sell |
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|
2025
Q1 | $63.5K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $9.1K | Buy |
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|
2024
Q1 | – | Hold |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $20.5K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $74K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $8K | Hold |
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|
2021
Q3 | $8K | Buy |
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|
2018
Q4 | – | Hold |
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|
2018
Q3 | – | Hold |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $377K | Hold |
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|
2017
Q3 | $356K | Hold |
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|
2017
Q2 | $346K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $15.4K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $36.7K | Buy |
|