MidAtlantic Capital 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 | $1.02M | Hold |
5,209
| – | – | 0.72% | 40 |
|
|
2025
Q1 | $993K | Buy |
5,209
+219
| +4% | +$41.7K | 0.78% | 34 |
|
|
2024
Q4 | $952K | Sell |
4,990
-18
| -0.4% | -$3.44K | 0.7% | 36 |
|
|
2024
Q3 | $987K | Hold |
5,008
| – | – | 0.72% | 35 |
|
|
2024
Q2 | $912K | Hold |
5,008
| – | – | 0.76% | 34 |
|
|
2024
Q1 | $936K | Hold |
5,008
| – | – | 0.82% | 31 |
|
|
2023
Q4 | $871K | Buy |
+5,008
| New | +$871K | 0.85% | 27 |
|