Navalign LLC’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 | $470K | Sell |
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|
2025
Q1 | $536K | Sell |
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|
2024
Q4 | $545K | Sell |
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|
2024
Q3 | $584K | Sell |
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|
2024
Q2 | $549K | Sell |
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|
2024
Q1 | $566K | Sell |
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|
2023
Q4 | $561K | Sell |
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|
2023
Q3 | $565K | Buy |
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|
2023
Q2 | $545K | Hold |
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|
2023
Q1 | $513K | Sell |
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|
2022
Q4 | $621K | Sell |
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|
2022
Q3 | $599K | Sell |
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|
2022
Q2 | $989K | Buy |
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|
2022
Q1 | $1.06M | Sell |
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|
2021
Q4 | $1.31M | Sell |
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|
2021
Q3 | $1.36M | Hold |
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|
2021
Q2 | $1.38M | Sell |
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|
2021
Q1 | $1.63M | Buy |
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