Mesirow Financial Investment Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9M | Sell |
96,768
-1,652
| -2% | -$323K | 0.37% | 71 |
|
|
2025
Q1 | $18.8M | Buy |
98,420
+164
| +0.2% | +$31.3K | 0.36% | 73 |
|
|
2024
Q4 | $18.8M | Sell |
98,256
-2,622
| -3% | -$500K | 0.37% | 69 |
|
|
2024
Q3 | $19.9M | Buy |
100,878
+1,573
| +2% | +$310K | 0.38% | 69 |
|
|
2024
Q2 | $18.1M | Buy |
99,305
+508
| +0.5% | +$92.5K | 0.41% | 61 |
|
|
2024
Q1 | $18.5M | Sell |
98,797
-178
| -0.2% | -$33.3K | 0.42% | 62 |
|
|
2023
Q4 | $6.87M | Buy |
+98,975
| New | +$6.87M | 0.25% | 81 |
|