MMA Asset Management’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 | $25.1M | Sell |
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|
2025
Q2 | $28.2M | Sell |
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|
2025
Q1 | $29M | Buy |
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|
2024
Q4 | $27.6M | Sell |
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|
2024
Q3 | $40.7M | Buy |
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|
2024
Q2 | $19.2M | Buy |
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|
2024
Q1 | $18.8M | Buy |
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|
2023
Q4 | $16.3M | Sell |
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|
2023
Q3 | $15.2M | Sell |
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|
2023
Q2 | $20.8M | Buy |
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|
2023
Q1 | $18.9M | Buy |
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|
2022
Q4 | $15.6M | Buy |
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|
2022
Q3 | $13.7M | Buy |
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|
2022
Q2 | $12.1M | Sell |
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|
2022
Q1 | $13.4M | Sell |
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|
2021
Q4 | $14.7M | Buy |
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|
2021
Q3 | $12.8M | Buy |
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|
2021
Q2 | $12.8M | Sell |
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|
2021
Q1 | $13.2M | Buy |
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|
2020
Q4 | $11.7M | Buy |
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