Moors & Cabot’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 | $790K | Sell |
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|
2025
Q1 | $777K | Buy |
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|
2024
Q4 | $635K | Buy |
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|
2024
Q3 | $598K | Buy |
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|
2024
Q2 | $378K | Buy |
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|
2024
Q1 | $358K | Sell |
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|
2023
Q4 | $366K | Buy |
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|
2023
Q3 | $292K | Buy |
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|
2023
Q2 | $258K | Sell |
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|
2023
Q1 | $268K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $231K | Buy |
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