MV Capital 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
Q2 | $21M | Sell |
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|
2025
Q1 | $21.3M | Sell |
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|
2024
Q4 | $22M | Sell |
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|
2024
Q3 | $23.6M | Sell |
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|
2024
Q2 | $22M | Buy |
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|
2024
Q1 | $22.5M | Buy |
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|
2023
Q4 | $21M | Sell |
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|
2023
Q3 | $19.4M | Buy |
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|
2023
Q2 | $19.1M | Buy |
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|
2023
Q1 | $15.3M | Buy |
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|
2022
Q4 | $14.1M | Buy |
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|
2022
Q3 | $11.4M | Buy |
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|
2022
Q2 | $11.8M | Buy |
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|
2022
Q1 | $11.5M | Sell |
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|
2021
Q4 | $11.5M | Sell |
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|
2021
Q3 | $11.6M | Sell |
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|
2021
Q2 | $11.8M | Sell |
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|
2021
Q1 | $11.6M | Sell |
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|
2020
Q4 | $23.7M | Buy |
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|
2020
Q3 | $20M | Buy |
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|
2020
Q2 | $17.3M | Buy |
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|
2020
Q1 | $13.8M | Buy |
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|
2019
Q4 | $17.6M | Sell |
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|
2019
Q3 | $16.4M | Buy |
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|
2019
Q2 | $15.4M | Buy |
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|
2019
Q1 | $14.7M | Sell |
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|
2018
Q4 | $15.7M | Sell |
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|
2018
Q3 | $19.2M | Buy |
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|
2018
Q2 | $18.3M | Sell |
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|
2018
Q1 | $18.1M | Sell |
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|
2017
Q4 | $19.3M | Buy |
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|
2017
Q3 | $18.1M | Buy |
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|
2017
Q2 | $16.5M | Buy |
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|
2017
Q1 | $15.2M | Buy |
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|
2016
Q4 | $13.9M | Buy |
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|
2016
Q3 | $11M | Sell |
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|
2016
Q2 | $11.1M | Buy |
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|
2016
Q1 | $9.82M | Sell |
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|
2015
Q4 | $11M | Sell |
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|
2015
Q3 | $10.9M | Buy |
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|
2015
Q2 | – | Hold |
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|
2015
Q1 | – | Hold |
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|
2014
Q4 | – | Hold |
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