Mill Creek Capital Advisors’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 | $1.77M | Buy |
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|
2025
Q1 | $1.43M | Sell |
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|
2024
Q4 | $1.44M | Hold |
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|
2024
Q3 | $1.49M | Buy |
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|
2024
Q2 | $984K | Hold |
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $957K | Hold |
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|
2023
Q3 | $847K | Hold |
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|
2023
Q2 | $887K | Hold |
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|
2023
Q1 | $835K | Hold |
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|
2022
Q4 | $799K | Buy |
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