Merit Financial Group’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 | $17.9M | Buy |
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|
2025
Q2 | $16.3M | Buy |
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|
2025
Q1 | $14.5M | Buy |
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|
2024
Q4 | $14.2M | Buy |
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|
2024
Q3 | $6.59M | Sell |
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|
2024
Q2 | $12.1M | Buy |
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|
2024
Q1 | $11.4M | Buy |
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|
2023
Q4 | $378K | Buy |
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|
2023
Q3 | $299K | Sell |
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|
2023
Q2 | $314K | Sell |
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|
2023
Q1 | $358K | Buy |
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|
2022
Q4 | $342K | Buy |
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|
2022
Q3 | $221K | Buy |
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|
2022
Q2 | $207K | Buy |
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