MKT 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
Q3 | $921K | Hold |
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|
2025
Q2 | $878K | Hold |
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|
2025
Q1 | $762K | Hold |
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|
2024
Q4 | $864K | Sell |
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|
2024
Q3 | $883K | Hold |
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|
2024
Q2 | $818K | Hold |
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|
2024
Q1 | $818K | Sell |
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|
2023
Q4 | $788K | Hold |
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|
2023
Q3 | $693K | Hold |
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|
2023
Q2 | $754K | Hold |
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|
2023
Q1 | $682K | Hold |
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|
2022
Q4 | $690K | Hold |
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|
2022
Q3 | $583K | Sell |
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|
2022
Q2 | $654K | Buy |
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|
2022
Q1 | $656K | Buy |
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|
2021
Q4 | $678K | Buy |
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