Mechanics Financial 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
Q3 | $206K | Sell |
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|
2025
Q2 | $198K | Hold |
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|
2025
Q1 | $193K | Buy |
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|
2024
Q4 | $167K | Sell |
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|
2024
Q3 | $176K | Hold |
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|
2024
Q2 | $163K | Hold |
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|
2024
Q1 | $167K | Hold |
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|
2023
Q4 | $156K | Hold |
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|
2023
Q3 | $138K | Hold |
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|
2023
Q2 | $144K | Sell |
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|
2023
Q1 | $140K | Hold |
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|
2022
Q4 | $134K | Hold |
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|
2022
Q3 | $119K | Hold |
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|
2022
Q2 | $127K | Hold |
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|
2022
Q1 | $144K | Hold |
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|
2021
Q4 | $145K | Buy |
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