Michelson Medical Research Foundation’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 | $10.1M | Hold |
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|
2025
Q1 | $9.89M | Hold |
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|
2024
Q4 | $9.91M | Hold |
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|
2024
Q3 | $10.2M | Hold |
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|
2024
Q2 | $9.45M | Hold |
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|
2024
Q1 | $9.7M | Hold |
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|
2023
Q4 | $9.03M | Hold |
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|
2023
Q3 | $7.99M | Hold |
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|
2023
Q2 | $8.37M | Hold |
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|
2023
Q1 | $7.88M | Sell |
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|
2022
Q4 | $13.5M | Buy |
|