Middleton & Co’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
Q4 | $721K | Buy |
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|
2025
Q3 | $698K | Buy |
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|
2025
Q2 | $587K | Buy |
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|
2025
Q1 | $563K | Buy |
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|
2024
Q4 | $372K | Buy |
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|
2024
Q3 | $355K | Buy |
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|
2024
Q2 | $319K | Buy |
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|
2024
Q1 | $308K | Buy |
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|
2023
Q4 | $239K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $202K | Hold |
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|
2021
Q4 | $204K | Buy |
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